Getting Started with TeamFizz

Creating Your Account

Getting started with TeamFizz is quick and easy. Follow these steps to create your account:

1. Visit the Sign-Up Page

   Navigate to teamfizz.net/Account/Register or click "Get Started Free" on the homepage.

2. Enter Your Information

   Provide your email address and create a secure password. Make sure to use an email you check regularly as we'll send important notifications there.

3. Verify Your Email

   Check your inbox for a verification email from TeamFizz. Click the verification link to confirm your account.

4. Complete Your Profile

   Add your name, profile photo, and other basic information to personalize your account.

Setting Up Your Organization

After creating your account, you'll need to set up your organization:

1. Name Your Organization

   Choose a name that represents your company, team, or group. This can be changed later in settings.

2. Select Your Industry

   This helps us customize your experience and provide relevant features for your team's needs.

3. Choose Your Plan

   Start with the free plan or select a paid plan based on your team size and feature requirements.

   • Free: Up to 5 users, core features
   • Starter: $9/user/month, unlimited users
   • Professional: $19/user/month, time tracking & billing
   • Premium: $29/user/month, complete HRIS
4. Customize Your Settings

   Configure time zones, working hours, and notification preferences to match your team's schedule.

Creating Your First Project

Projects are the foundation of TeamFizz. Here's how to create one:

1. Navigate to Projects

   Click on "Projects" in the main navigation menu or dashboard.

2. Click "New Project"

   Look for the "+ New Project" button in the top right corner.

3. Enter Project Details
   • Name: Give your project a clear, descriptive name
   • Description: Briefly explain the project's purpose and goals
   • Color: Choose a color to easily identify the project
   • Privacy: Select whether the project is visible to all organization members or private
4. Add Initial Tasks

   Create a few to-do items to get started. You can always add more later!

5. Set Up To-Do Lists

   Organize tasks into lists like "To Do," "In Progress," and "Done" for better workflow management.

Inviting Team Members

Collaboration is at the heart of TeamFizz. Here's how to bring your team on board:

Method 1: Email Invitations

1. Go to Organization Settings

   Click your organization name in the top navigation, then select "Settings."

2. Navigate to Members

   Click on the "Members" or "Team" tab.

3. Click "Invite Members"

   Enter email addresses (you can add multiple at once, separated by commas).

4. Assign Roles
   • Admin: Full access to organization settings and billing
   • Member: Can create and manage projects they're part of
   • Guest: Limited access to specific projects only
5. Send Invitations

   Team members will receive an email with a link to join your organization.

Method 2: Invite Link

1. Generate an Invite Link

   In the Members section, click "Generate Invite Link."

2. Share the Link

   Copy and share the link via Slack, email, or your preferred communication channel.

3. Set Expiration

   Choose how long the invite link remains valid (24 hours, 7 days, or never expires).

Navigating TeamFizz

Understanding the main sections of TeamFizz will help you work more efficiently:

Next Steps

Now that you're set up, explore these features to get the most out of TeamFizz: