Setting up your organization on the BeSync’d platform is the first step to streamlining team communication and unlocking automated reporting. This guide will walk you through the initial setup so you’ll have your organization ready with roles, departments, and core settings, all set for your team to start sharing work updates.
What you will need:
- A valid work email address
- Access to that email inbox to confirm your account and retrieve verification codes
- Your organization’s logo (optional but recommended)
- A list of the departments and roles used in your organization
Here’s a quick video overview:
Part 1: Admin Account Creation
The initial step before setting up your organization is to create an admin/personal account. The account will become the Organization Owner.
Step 1: Go to the BeSync’d Website
At the top of the BeSync’d website, click on either the Login or Get Started button to begin the sign-up process. This will take you to the sign-up page.
Step 2: Enter Your Account Details
Enter your name, email address, and create a strong password. This will be the main account for your organization, so make sure to use a professional email address that you check regularly.
Step 3: Verify Your Identity With Two-Factor Authentication
BeSync’d requires two-factor authentication (2FA) at sign-up. Check your email for a verification code and enter it when prompted. This helps keep your account secure from the very beginning.
💡 Note: The first account you set up will be the Organization Owner. This person has complete administrative access, allowing them to manage team members, adjust settings, and view all reports. Ensure this account is assigned to the appropriate individual in your organization before continuing.
Part 2: Basic Organization Configuration
Step 1: Choose How to Set up Your Organization
After verification, you’ll be directed to your new account dashboard. At this point, no organization has been set up yet. You will see two options on the screen:
- Configure organization: Select this option if you are the owner responsible for setting up the company. This will take you directly to the organization setup process.
- Send Invitation: Select this option if you want to invite someone else, such as an IT admin or business owner, to become the Organization Owner.
💡Note: For this guide, we will proceed with creating the organization. Click the button labeled ‘Create an organization’ to get started.
Step 2: Name Your Organization
Enter your organization name and click to confirm. This is the name that will be visible across the platform, including dashboards and reports. Choose it carefully, as it represents your company to all users.
You will be automatically redirected to your main organization dashboard.
Step 3: Access the Quick Start Guide
When you log in for the first time, a Getting Started menu will appear to guide you through the initial setup. If you close it, you can reopen it at any time by clicking the Quick Start button located in the top header of your dashboard.
Step 4: Configure Organization Settings
In the Quick Start menu, locate and open the Organization Config section. This is where you add important details about your organization. You will need to fill in the following information:
| Setting | Description & Action |
| Organization Logo | Upload your company’s logo to be included in internal reports and dashboards. |
| Organization Name | (Pre-filled) Confirm your company’s name. |
| Organization Description | Include a short description of what your organization does. This helps BeSync’d’s AI better organize information and provide relevant insights. |
| Organization Time Zone | Choose your main time zone. This is critical so that reminders and work update notifications are sent to your team members at the right times. |
| Organization Daily Start / End | Set the default start and end times for a typical workday. These settings are automatically used when arranging work schedules. |
| Org Workdays | Select your organization’s standard workdays (e.g., Monday through Friday). |
Once you’ve entered all the information, be sure to click the Save button.
💡 Note: Please fill out all the necessary information. This helps BeSync’d customize its features to better serve your business.
Part 3: Defining Roles and Departments
Roles and departments form the fundamental structure of your BeSync’d workspace. Each team member must be assigned to a role and department. This ensures that work is properly attributed, information is correctly shared, and reports are accurately generated for the appropriate groups.
Step 1: Open the Roles & Departments Section
Go to the Roles & Departments page either from your Quick Start checklist or by using the organization settings menu.
Step 2: Add Each Role
Click to add a new role, such as Project Manager, Developer, Designer, or Account Executive. Repeat this process for each role in your organization.
Step 3: Add Each Department
Repeat this process for each of your departments: type in the department name and save it. For example, enter “Engineering,” “Sales,” “Marketing,” or “Product.” Do this for every department within your organization.
✅ Tip: You can always add more roles and departments later as your organization grows.
Once you save your roles and departments, go back to the Quick Start checklist. This item should now show as complete.
Next Steps
You have successfully established the foundational structure of your BeSync’d organization! You have:
- Created your admin account.
- Configured your organization’s basic profile and time zone.
- Defined the roles and departments for your team.
Your Quick Start guide now explains the next step: setting up team permissions on the Visibility page. This section lets you define which information different roles and departments can view across your organization.
We’ll cover visibility settings in detail in the next guide. After configuring them, your BeSync’d organization will be properly organized and prepared for your team.
You’re well on your way to streamlining your team’s communication and reporting.
Ready to get started? Sign up at https://app.besyncd.com/sign-up
See the next guide: How to Manage Visibility Settings for Team Roles on BeSync’d