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.
3. Setting Up Teams
Navigate to the "Teams" section.
Click “+ New” button and enter each team name and press enter.
Click the "Create" button
4. Creating a Group
Navigate to the "Group" section.
Groups enable you to define how you would like to set the philosophy and frameworks across groups of centres. For example, if you have different entities or different approaches by your centres per state then you can group them accordingly. (e.g. NSW, VIC, QLD Groups)
Click "+ Create" and enter the desired group name.
5. Linking Teams to the Group
You will need to add your teams to a group if you wish to add a shared framework and philosophy across your teams. If you have multiple centres or centres across states you can add them to a group for ease of organising e.g. (NSW, VIC, QLD).
Click on the name of the group you have created.
Click on the "Link Team" button.
Begin selecting teams from the drop-down menu to connect to the Group.
Ensure all relevant teams are linked for a smooth setup. You are only able to link one group at a time.
6. Setting Organisation Philosophy and Frameworks
Navigate to “Settings” → “Philosophy”.
Enable the option to set a custom philosophy for the Group.
Paste in the organisation's philosophy text.
Go to the "Frameworks" area and enable the relevant framework (e.g., KQLG, EYLF).
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
7. Inviting Users
Navigate to the "Users" section.
Invite team members by entering their email addresses and assigning their roles (e.g., Org Manager, Team Manager, User).
Org Managers will be able to control billing / org frameworks / philosophy
Team Managers can invite users to their team and manage team settinsg
Users have access to features of the platform.
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.