Team, project and user management

Create organization

I have a team working on projects together. How can I create an organization account in Neptune?

Step 1

Click on Context Switcher at the upper-right corner and click Create new organization.

create new organization

Step 2

Now, set a name and click Create organization.

type name for new organization

Step 3

Once organization is created, you can start inviting people to your organization.

type name for new organization

Invite user to organization

I want to invite my teammates to the organization. How can I do that?

Note

Only organization admin can invite new users to organization.

Step 1

Go to Context Switcher at the upper-right corner and click Settings button.

Go to settings to invite user to organization

Step 2

Go to People tab. You can see list of users and text-field where you can type email or username (in case they already have an account in Neptune) of people you want to invite. Set a role and click Invite.

Invite user to organization

Users will be invited via email to join your organization.

Create project

How to create a new project?

Step 1

Go to Projects view (link at the top bar on the left side) and click on New project button.

Go to new project panel

Step 2

Now you can set a name, color, description and project type Public or Private (learn more).

Create new project

When you click “Apply” - new project is created.

Add user to project

Note

Only project Owner can invite new users to the project. Learn more about project roles.

Go to Project Settings, then to People tab. There is a list of project members.
Type email or username (in case they already have an account in Neptune) of user you want to invite / add.
Set a role and click Invite / Assign.
Add users to project
If it is project created in team organization, user is assigned to project immediately.
If it is project created in the individual account, user is invited to the project via mail. User needs to accept invite, before you can see such person on the list above.