🔨Set Up
This section covers everything an admin does to stand up a Hivel workspace: creating the account, bringing your team in, organizing them, and controlling who can see and change what. Work through the first four steps in order, since each one depends on the step before it. Labels and Team Versioning are configured whenever you need them, not part of the initial setup.
The setup flow
Sign Up: Create your organization's Hivel account through an admin's invite link, or by signing up with SSO or an email and password.
Users: Invite your team members so they exist in Hivel. This is also where you manage emails, merge duplicate users, rename users, and archive them.
Teams: Organize invited users into teams and sub-teams so metrics can be viewed at the right level.
Access Management: Assign each user a role (Admin, Executive, Leader, Manager, or User) and the permissions that come with it.
Configure anytime
Labels: Tag users with custom metadata, such as location, seniority, or department, to filter and segment metrics later.
Team Versioning: Decide whether historical metrics reflect a team's structure at the time the work happened, or always use today's structure.
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