Step 2: Set Up Your Organization
Before adding projects or work, your organization needs basic information.
This defines how users, billing, and projects are grouped.
Organization Settings
You may be asked to confirm or enter:
- Organization name
- Contact information
- Default preferences
This information is used throughout the system for reporting and billing.
Why This Matters
Your organization:
- Owns projects
- Owns billing connections
- Controls user access
Think of it as the container for everything else.
Summary
- Organization settings come first
- They apply across all projects
- You usually only set this up once