Start by Your Role

I'm an Admin (Owner / Admin)

You're responsible for setting up the org structure and designing workflows. Follow this order:

1. Create an Organization: Set your org name and get an invite code
2. Invite Members: Bring your teammates in
3. Set Up Departments (optional): Only needed if workflows require manager-level approvals
4. Create Groups: Build groups for task assignment and add the right members
5. Create Workflows with SuperAdmin Agent: Describe your process in plain language and let AI generate it

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I'm a Member

Your main tasks are submitting requests and reviewing assigned tasks.

1. Join the org: Ask your admin for an invite code, then follow the Invite Members guide
2. Submit a Request: Find the right workflow, fill in the form, and submit
3. Track Progress: Monitor the status of your submissions in "My Requests"
4. Review Tasks: If you're assigned as a reviewer, handle them in "My Tasks"

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Not sure which role you are?

• Owner: The person who created the organization — has full permissions
• Admin: Assigned by the Owner — can manage members and workflows, but cannot delete the org
• Member: Regular employee — can submit requests and review tasks assigned to them