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 - http://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.
3. Setting Up Teams
Navigate to the "Teams" section.
Click “Create New Team” and enter the team names.
Repeat this step for each team you need to set up.
4. Inviting Users
Go to the "Users" section.
Invite team members by entering their email addresses and assigning their roles (e.g., Org Manager, Team Manager).
If you encounter any issues inviting yourself to a team, use the Users section to manually assign your role.
5. Creating a Pilot Group
Navigate to the "Org" section.
Click into "Groups".
Click "Create New Group" and enter the desired group name (e.g., "Pilot Group").
6. Linking Teams to the Pilot Group
Go to the "Teams" section.
Click “Link Team” for each team that should be connected to the Pilot Group.
Ensure all relevant teams are linked for a smooth setup.
7. Setting Organisation Philosophy and Frameworks
Navigate to “Settings” → “Philosophy”.
Enable the option to set a custom philosophy for the Pilot Group.
Paste in the organisation's philosophy text.
Go to the "Frameworks" area and enable the relevant framework (e.g., KQLG, EYLF).