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
Click the Settings button in the bottom-left sidebar.
Open the Members tab
Select Members to see your current team and invite new members.
Send invitations
Enter email addresses to send invite links. Invitees receive an email with a link to join your organization.
Manage roles
You can assign admin privileges to trusted team members who need to manage the organization.
Invite links are tied to your organization. Anyone with the link can join, so treat them as semi-private.
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 Suprvisr’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