Administration: First steps

This is short tutorial how to prepare Bylsem for your organization. We will be in Administration section whole time.

You can check our video on same topic on YouTube: Setting up organization.

Create organization and checkout

In sub-menu Organizations we can find form to Add new organization. Only Name is required, and we can change all information later in edit.

In next step we can compare plans and continue with Paddle.com checkout. After checkout we should see organization in list.

There can be small delay before we receive confirmation from Paddle.com, but if it takes more than few minutes please send us mail to help@bylsem.com so we can check status manually.

Invite team members

Under Team button on organization card, you can see yourself as administrator and invite another members to join company.

Invitations are listed on the same team page. Members that accept invitation to company can later be assigned to many projects of company. You can remove pending invitations after two days.

Create projects

Projects are created for specific organization under Projects sub-menu.

After successful creation we will see project card similar to organization card.

Create activities

Now we need to create activities our company does in Activities sub-menu.

Process is the same, and after we can see all activities in the list.

Add activities to projects

Now we set what activities are performed in our Blog project. Go to Projects list and press Edit button on Project card, there is section where we can select what activities are relevant.

Put team members to projects

Now from list of projects press button Assign team members, and you can see yourself and later other users. Here you can set who is able to insert its own worked time to that activity and who can review records of others.

From now your team members can add record of time worked to selected activities.

Do you have feedback? Or need help?

Bylsem is young and in development, if you have issues, do not hesitate to contact us .