How to use this guide
A plain-language handbook for founders and managers
Who this is for
This guide is written for company owners and managers who want Formion to make the company clearer — without needing to be a tech person.
You do not need to know code, databases, or IT jargon. If you can use email and a browser, you can follow these pages.
What you will learn
What Formion is
What problems it solves — and what it is not.
Getting started
From sign-up to inviting your first teammate.
Organization & people
Company name, members, and admin / manager / member roles.
Positions & org chart
Build the reporting tree people actually use.
Suggested reading order for a new company
Read What is Formion so you know what you are buying into.
Follow Getting started to create the organization and invite people.
Set up positions and the org chart, then permissions.
Publish your first policy and announcement.
When numbers matter, add metric curves and condition formulas.
Tip
Use the search box at the top of the docs if you only remember a word like “invite” or “policy”.