✨ Introduction #
Signing up as an Owner on Kaamfu allows you to create a new organization, set up profiles, invite team members, and begin using your workspace. This guide walks you through the process step by step.
👤 Who Should Read This #
- New users who want to create a fresh Kaamfu organization.
- Business owners or admins responsible for setting up the workspace.
📝 What This Guide Covers #
- Creating a new organization
- Completing the Getting Started process
- Setting up personal and organization profiles
- Inviting team members (optional)
- Starting your first project
📄 Overview #
The Owner sign-up flow ensures that:
- The organization is created under your account.
- Profiles (personal + organization) are configured correctly.
- You have the option to onboard teammates immediately or later.
- Your workspace is ready to begin projects instantly.
🎯 Why This Feature Matters #
Creating the organization correctly at sign-up ensures smooth onboarding for your team, consistent workspace management, and proper access controls from the very beginning.
💡 Key Benefits #
- Centralized workspace setup
- Owner-level rights and control
- Flexible team invitation process
- Immediate readiness to start working
🛠️ Step-by-Step Instructions #
Step 3: Create a New Organization 🏢 #
Before starting, make sure:
✅ Account is created (Step 1).
✅ OTP verification is completed (Step 2).
- Enter your organization’s name.
- Click Create My Profile
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ℹ️ Note: If account credentials are not yet created, go back to Step 1.
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Step 4: Complete the Getting Started Process #
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4.1 Personal Profile 👤 #
- Enter your personal details.
- Upload a profile picture
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4.2 Organization Profile 🏢 #
- Add your organization’s details and logo.
- “Organization Name” and “Unique Handle” are prefilled (from Step 3). Update if required
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- Verify your ownership with the required details
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- (Optional) Add social media profiles
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- (Optional) Select services or proficiencies offered
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⚠️ Warning: Once setup is complete, organization details cannot be changed.
4.3 Invite Team Members 👥 (Optional) #
You can invite teammates now or later
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💡 Tip: Invitations can also be sent later from the Directory.
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Option A: Invite teammates with a CSV file (best for large teams): #
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- Download the CSV template.
- Fill in teammates’ details.
- Upload the completed template.
- Click Next to continue
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Option B: Add email addresses manually (best for small teams): #
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- Enter teammates’ email addresses (separated by commas).
- Click Next.
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4.4 Start Working 🚀 (Optional) #
- Enter the name of your first Project
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- Click Let’s Go
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- Confirm the pop-up → click Skip*
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🎉 Your Kaamfu workspace is now ready. Start adding departments, inviting teams, and assigning tasks
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🔗 Related Resources
- How to Sign Up on Kaamfu (Main Guide)
- How to Sign Up as an Associate on Kaamfu
- Organization Settings Overview