Admin Setup
This guide covers organization setup and member management for admins and team leads.
Creating your organization
When you first sign up as an admin, you’ll be prompted to create your organization.
Enter your organization name
This is the name your team members will see when they join. Use your company or team name.
Set your organization domain (optional)
Restricting signups to your company domain (e.g., @yourcompany.com) helps ensure only authorized users can join.
Complete your own onboarding
After creating the org, you’ll go through the standard 3-step onboarding to set your own name and role.
Invite your team
Once you’re in the app, use the Members section in Settings to invite colleagues.
Inviting members
Go to Settings → Members
Click the Settings button in the bottom-left sidebar and open the Members tab.
Click Invite Member
Enter the invitee’s email address and select their role (Member or Admin).
Send the invitation
The invitee receives a branded email with a link to join. New users are walked through onboarding automatically after signing up. Existing users are added to your organization immediately.
Manage pending invitations
Pending invitations appear in the members list. Use the … menu to resend or revoke invitations.
Pending invitations count toward your seat limit. See Member Invitations for full details on the invitation flow, billing, and expiry.
Admin best practices
- Set up your own onboarding first before inviting the team — this helps you answer questions about the experience
- Brief your team on Cumulus’s purpose before they join — users who understand the value get more out of it
- Encourage role selection during onboarding — the role-aware responses are significantly better than generic ones
- Point people to the Help Center for self-service answers
Related
- Onboarding Walkthrough
- Feature Board
- FAQ
- Member Invitations — full invitation flow details