Getting started
Sign up, create your organization, invite people
Goal of this page
After this page, you should have:
- An account
- An organization (your company inside Formion)
- At least one teammate invited
- A first look at the dashboard
Step-by-step
Create your account
Open Formion in the browser, sign up with email (or the login options shown on the site), then sign in.
Create the organization
An organization is your company workspace. Give it a clear name (usually the company name). You become the first admin.
Invite teammates
Go to Organization and invite people by email. Choose a role:
- Admin — can manage the organization, members, and structure
- Manager — can manage metric curves (and related ops work)
- Member — participates with the access their positions allow
If they already have an account, they can join directly. If not, they get an invite email and accept after registering.
Open the dashboard
The dashboard is your overview: members, positions, curves, policies, and related activity. It is the “at a glance” page for leadership.
What to do next (recommended)
- Build positions / org chart
- Assign people to positions
- Set permissions for who can manage policies, announcements, and minutes
- Upload one real policy
Common worry
“I’m not technical — will I break something?”
Almost everything can be edited later: names, roles, positions, and assignments. Start simple; refine as you go.