After the contract has been signed
The process of getting started with your Fonn organization can now begin.
The first step to getting your Fonn organization up and running, is creating a Fonn account for the person who should be one of the administrators of the organization.
Fonn accounts are created at app.fonn.io
Once the account has been created, the organization itself must be created by Fonn.
Contact your Fonn representative, with the name and email the account who should be the owner of the organization, aswell as the preferred name of your organization.
After the organization has been created
When the organization has been created and the administrator has been added, the administrator will see a new button named Organization when logging into their account:
This is where you can change the different settings in your organization.
The first step to this is filling in your billing information for the organization. This will enable invitations in all future projects in the organization.
You can find the billing information like this:
1. Click the Organization button
2. In the navigation bar on the left, click Billing
3. Fill in correct information
Adding additional members to the organization
Once you've filled in the Billing information, you should go ahead and create your first project.
When creating this project, it should say [Name of your organization] under Workspace. This means that the project will be a part of your Organization, and get information from the org. as to how the document folders should look, and which modules should be activated by default.
Once the project is set up, go to Members and invite members to your project. After these members have created accounts and accepted the invitation, they can be added to your org. from the Organization panel.
Click on Organization in the top left, and go to Members. Here you will see a list of all users who are a member of any of the projects within your org.
Click on the three dots behind the person you want to add to your organization, and select Add to organization.
You will then be given an option if they should be added as a Member or an Administrator.
Members can not access the org. panel, but are given the option to add any projects they create into the organization.
Administrators will have the same access level as you do.
You can also remove org. members from this list, by clicking the red X behind their role.
There are a lot of possible changes to make in the organizational panel, so it can be useful to go through the settings with your Fonn representative.
The Organizational panel:
If you prefer doing it on your own, there are articles available here.
After the organization setup has been completed
You, and all other members of the organization can now start creating projects.
If you created any projects before setting up your organization, the settings done in the panel will not work retroactively. The projects can however be added to the organization manually.
All projects created by a member of the organization will be part of the organization, unless specifically selected to not be. Projects in the organization will have the organizational logo present on the dashboard, and all settings in these projects will be based on organizational settings.
With newly created projects, you can now start using Fonn for your projects and communication.
If you experience any problems or have any questions, be sure to look around at the other articles, or contact us directly through the live support chat in the bottom right corner.