Enterprise Setup
This documentation covers what workspace owners need to do before inviting anyone.
Before you start
You need a One Horizon account and Workspace Owner access before any of this applies. When you create a workspace, you become its first owner automatically.
Need help creating your workspace? See our Start Guide.
A workspace can have multiple owners. If someone else created yours, ask them to grant you owner access before continuing.
Workspace owners can see data (except private tasks, etc.) across all teams and manage all workspace settings. Don't hand out owner access casually.
Setup checklist
Work through these in order.
1. Set up workspace-level integrations
Install Slack and the GitHub PR Bot if your organization uses them. These require admin-level permissions in the external tools and can't be done by individual users. See Enterprise Integrations.
2. Create your teams
Create teams before inviting anyone. Think about collaboration, not org structure — a team in One Horizon is about who shares standups and needs visibility into the same work. Changing team structure after people have joined is possible but disruptive. See User Onboarding.
3. Invite team admins
For each team, invite the team lead or manager as a team admin. Let them handle inviting their own members.
4. Review roles
Understand the difference between workspace owner, workspace member, team admin, team coordinator, team observer, and team member. See User Onboarding.
5. Understand data access
Know what each role can see and what stays private. See Data Access.