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Organization Initial Setup (For Administrators)
After the first sign-in, an administrator with the ADMIN role needs to create and configure an organization for the team. Proper initial setup ensures stable operation of the platform’s core features and provides employees with access to the required sections.
This section covers two main setup stages:
| Stage | Description |
|---|---|
| Create a new organization | How to create an organization, specify its name, and become its administrator. |
| Basic setup and section access management | How to configure employee access, manage section visibility, and enable system aliases. |
What Happens After Setup
After these steps are completed, the organization will be ready to use:
- employees will be able to access the required sections according to their roles;
- public interview templates and knowledge matrices will become available;
- system services, including AI analysis, transcription, and email notifications, will work correctly.
Quick Administrator Checklist
- The organization has been created using the + button in the profile menu.
- Access to sections has been configured on the Menu and Access tab.
- System aliases have been enabled on the Services tab.