Essentials Part 1: Onboarding Employees and Managing Teams

In this quick starter guide, we will explore essential processes for managing projects in Pacei. There are three main areas to focus on:

1. Onboarding employees and managing teams.
2. Configuring workflows and task templates.
3. Setting up the main and sprint boards.

In this post, we'll focus on the first aspect: Onboarding Employees and Managing Teams, with the remaining topics covered in upcoming posts.

1. Onboarding Employees

There are two ways to onboard employees in Pacei:

• In a shared workspace.
• In an organization.

The onboarding process is similar for both shared workspaces and organizations, but the entry points differ:

• Shared Workspace: Access through the project’s ‘Members’ screen.
• Organization: Access through the organization’s ‘Users’ screen.

Onboarding Methods:

1. Invite Bulk Members
2. Invite a Member

a. Invite Bulk Members:

To invite multiple members:

1. For a shared workspace, go to the ‘Members’ tab in the project side menu. For an organization, go to the ‘Users’ tab in the application side menu.
2. Click ‘Invite Bulk Members’ (top-right corner).
3. In the popup, upload the CSV in the defined format. If you’re unfamiliar with the format, download the sample CSV, edit it, and re-upload it.
• The CSV must include two columns: “email” and “name.”
4. Click “Invite All” to send invitations.
5. Each member will receive an invitation email and appear in the list with an “Invited” tag.
6. Once they accept, they will be visible without the “Invited” tag.

b. Invite a Member:

For individual member invitations:

1. From the ‘Members’ tab (for shared workspaces) or ‘Users’ tab (for organizations), click ‘Invite Member’.
2. In the popup, enter the user’s email and select their role, then click “Invite”.
3. Once successful, the user will receive an invitation email and appear in the list with an “Invited” tag.

Note: For organizations, adding members to a project happens from the ‘Members’ screen of the specific project. Only users who are part of the organization can be added to a project, and no invitation mail is sent in this case, as they are already part of the organization.

Accepting an Invite:

• For shared workspace members:
  Users will receive an invitation without a verification code or link for security reasons. If they don’t have a Pacei account, they’ll need to sign up. If they already have an account, they can log in and accept the invite from the project list screen by selecting “Accept.”
• For organization users:
  Similarly, users receive an invitation without a verification code or link. New users will need to sign up, while existing users can log in and accept the invite from the organization list screen.

2. Managing Teams

In Pacei, teams are logical groupings of project members. Here's how to create and manage teams:

1. Navigate to the ‘Teams’ tab in the project side menu.
2. On the ‘Teams’ page, click “+New Team”.
3. Fill in the team name and click ‘Create’.
4. The new team will appear in the dropdown menu.

Adding Members to a Team:

1. Select the team from the dropdown.
2. Click ‘Add member’.
3. In the popup, choose the desired member from the Members List.
4. Click ‘Add’ to add the member to the team.

Note: Adding members to a team doesn’t trigger an invitation email since they are already part of the organization/project.

Now that your teams are set up, you can start assigning tasks to members. Keep in mind that a member doesn’t need to be assigned to a team to be added to a task—being part of the project is sufficient.