Setting Up Your Enterprise Account: Step-by-Step Guide
This guide provides a clear, step-by-step process to set up your organisation account, add billing details, create teams, invite users, and configure key settings.
1. Creating the Organisation Account
Go to the web link provided for account creation - https://app.loveheart.ai/org/create
Enter your organisation name and select your location (e.g., Australia).
Enter the access token provided to complete the organisation setup.
2. Adding Billing Information
After creating the account, you’ll be prompted to enter credit card details for billing.
Add and confirm your payment method to proceed.
Note: If you are paying by invoice, please contact a member of the Mana team for on-screen assistance with the process. You will not be required to enter your credit card details.
3. Adding your centres as Teams
You can add each of your centres as a Team in Mana, either individually or via bulk upload if you manage a large number of centres within your organisation. Please refer to this article for detailed instructions on how to bulk upload your teams.
To add each centre as a team individually, follow these steps:
Navigate to the "Teams" section.
Click “+ New” button
Type each centre name and press "+"
Click the "Create" button to create all teams added.
4. Organising your centres into Groups & linking Teams
You can now organise your centres added as Teams into Groups in Mana, if you manage centres across different states/regions/countries within your organisation.
To create a group, follow these steps:
Navigate to the "Group" section.
Click “+ New” button
Type the group name (e.g., NSW, VIC, etc.) and click "Create".
Click on the name of the group you have created.
Click on the "Link team" button.
Select a team from the drop-down menu and click "Link" (repeat for each team you would like to link to the group)
5. Setting Organisation Writing Style, Philosophy and Frameworks
You can set up "Capabilities" at an organisation level to guide Mana's intelligence in which writing styles, philosophies and frameworks to use for each of your centre groups.
In each section you can enable "Override" to set up the Writing Style, Philosophy and Framework for each centre Group. If disabled, centres can set up their own Capabilities at a Team level.
To set up Writing style for each Group, follow these steps:
Navigate to “Settings” → “Writing Style"
Enable the option to "Override team writing sample"
Select "Edit" next to a group and paste in a sample of the organisations Writing Style
To set up Philosophy for each Group, follow these steps:
Navigate to “Settings” → “Philosophy"
Enable the option to "Override philosophy"
Select "Set philosophy for each of your Groups"
Select "Edit" next to a group and paste in the organisation's philosophy text.
Note: Toggle on "Allow local philosophy" to enable individual centres to set up their own philosophies as well, which will prompt Mana intelligence to blend the organisations philosophy with the team's.
To set up Frameworks for each Group, follow these steps:
Navigate to “Settings” → “Frameworks"
Enable the option to "Override frameworks"
Select "Edit" next to a group and select the appropriate Framework.
Note: Organisation Policies and Comms
*For organisations we also provide templates for Policy Updates and Communications to teams and families. These are important to consider prior to inviting users. You can find these here: https://help.makemana.com/en/collections/10840075-policies-comms-and-forms-for-org-implementation-of-mana
6. Inviting staff members as Users
You can add each of your staff members as a User in Mana, either individually or via bulk upload if you manage a large number of centres within your organisation. Please refer to this article for detailed instructions on how to bulk upload your teams.
To add users individually, follow these steps:
Navigate to the "Users" section in the "Org" tab
Invite team members by entering their email addresses and assigning their roles (e.g., Org Manager, Team Manager, Member) and selecting the Team they belong to from the drop-down menu
Org Managers will be able to update settings and manage members across the organisation
Managers can manage settings across their Team.
Members cannot change settings.
Tips:
If you encounter any issues inviting yourself to a team, use the Users section to manually assign your role.
If you want to have multiple Org Managers and ensure they can invite users to specific teams- make sure any additional org managers are added into the teams as users that you have added.