Organizations can be used to manage all the projects and tasks of your team, department, or company.
Using Organizations makes it easy to manage users, roles, and task types. It also provides a separation between groups and teams. Members of one organization cannot see the projects of another unless they are invited. You will need to create an organization in order to use the following advanced features in Cirkus:
- Task Templates (Custom task fields, and Custom Statuses)
- Project Templates
To create an Organization:
In the menu bar select Organizations, then click on the “Add Organization” button at the top of the content viewer. Enter the name of your Organization and enable the option for roles and task numbers. Next, select your organization type. Organization types are simply labels you will use to differentiate between different organizations. Selecting an organization type doesn’t change any functionality in your organization. Select ok to create your Organization.
To access the Organization details, double-click on the name. Now you can setup your organization by navigating through the different tabs such as members, roles, groups, projects, task templates and triggers.
Click on the Members tab to invite the first member of your team.
Members can be invited with different permission profiles depending on the access they should have.
These are the three different profiles available:
-Administrators: Users will have full access to the Organizations projects and configuration.
-Members: Users can create new projects, and see and join all projects in the Organization.
-Limited: Users cannot create projects or see any project where they are not a member. They must be invited to participate in a project.
Click Done to add the member.