The Business path guides you through setting up your team workspace:
Step 1: Teams Introduction
Overview of team features and how collaboration works in Asrify.
Step 2: Create Your Organization
Name your organization and select your plan type:
- Personal Plan: For solo professionals
- Professional Plan: For growing teams
- Agency Plan: For agencies managing multiple clients (unlocks client management features)
Step 3: Invite Team Members
Add your team by entering their email addresses. They'll receive invitations to join your organization with the appropriate permissions.
Step 4: Create Team Project
Set up your first team project. Assign team members and configure project settings like:
- Project name and description
- Team member access
- Billing and time tracking settings
Step 5: Create Team Board
Set up a shared kanban board for your team. Everyone can:
- See what others are working on
- Move tasks through the workflow
- Collaborate in real-time
Step 6: Client Management (Agency Plan Only)
If you selected the Agency plan, you'll learn about managing clients:
- Creating client profiles
- Associating projects with clients
- Client-specific billing and reporting
Step 7: Chat Introduction
Discover Asrify Chat for team communication:
- Direct messages between team members
- Project-specific channels
- Real-time collaboration
Step 8: Timer Introduction
Learn about team time tracking:
- Track billable and non-billable hours
- View team timesheets
- Generate reports for billing
Step 9: Completion
Your team workspace is ready! Start collaborating with your team.
