First-Time Setup for Organization Owners

3 min read

Introduction #

When a new organization owner first opens Kaamfu, the Team Panel is one of the most important areas to configure. It helps you view your workforce, monitor live activity, and manage member access. This guide walks you through what new owners see during first-time setup and how to add your first workers.

 

Why This Feature Matters #

The Team Panel is the foundation of how your organization operates within Kaamfu. Setting it up correctly ensures your workspace runs smoothly from day one.

Here’s why it matters:

  • It lets you instantly visualize your team’s structure.
  • You can onboard members quickly and assign roles accurately.
  • It ensures your organization starts with the right hierarchy and visibility.

A proper setup sets the tone for efficient collaboration and transparency.

 

Who Should Read This #

This guide is intended for:

  • Organization Owners setting up Kaamfu for the first time.
  • Admins assisting with initial workspace configuration.

Only owners or admins have access to organization-level setup and team creation.

 

What This Guide Covers #

In this article, you’ll learn:

  • What new owners see upon first opening the Team Panel.
  • How to add and organize workers.
  • How to ensure your initial workspace setup is complete.

You’ll finish with a fully functional team view ready for collaboration.

 

Feature Overview #

The Team Panel provides a live overview of your organization’s members, including their status, role, and current workline.

When you first open it as a new owner, the panel will:

  • Display a default empty workspace if no members have been added yet.
  • Highlight onboarding prompts guiding you to Add Workers.
  • Show your own profile as the initial member entry.

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This interface is designed to help you start building your team right away.

 

Key Benefits #

Completing your first-time setup in the Team Panel helps you:

  • Establish a clear organizational view from day one.
  • Save time onboarding new members.
  • Enable smooth coordination through structured visibility.

It’s your first step toward creating a transparent, productive workspace.

 

Step-by-Step Instructions #

Follow these steps to set up your organization’s Team Panel for the first time.

 

Step 1: Open the Team Panel #

After logging into Kaamfu, click the Team icon on the left navigation bar. You’ll see your profile listed as the owner and an empty panel awaiting team members.

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Step 2: Invite Workers #

Click Add Worker at the Kaamfu. 

 

Step 3: Assign Tasks  #

Once workers join, assign them to task/s.

 

Step 4: Review Team Overview #

Your Team Panel now displays each member’s real-time status and assigned workline. You can sort or filter to view specific teams.

 

Step 5: Verify Setup #

Confirm that all members appear correctly. If someone is missing, check if their invitation was accepted.

Completing this setup ensures your organization’s Team Panel is ready for live activity tracking.

 

Related Resources #

For more guidance on organization setup, explore:

These articles help you build a clear, well-structured foundation for your workspace.

Updated on October 27, 2025
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