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Set up your organization

This tutorial is for the first admin of a new Monark organization. In about 15 minutes you'll secure your admin access, put your organization's name on the app, create a database for your team, make a role that can work in it, and invite a teammate into that role. The example is a small agency tracking its clients; use your own names as you go.

Before you start

  • You hold the Administrator role. If you see Admin at the bottom of the navigation rail (in the menu on a phone), you do. If you don't, ask whoever runs your Monark deployment.
  • You have an authenticator app on your phone, and your teammate's email address.

Turn on two-factor authentication

Admin only opens for admins who use two-factor authentication.

  1. Click Admin. You land on your security settings under a Two-factor required for admin access banner.
  2. Click Set up two-factor now. Scan the QR code with your authenticator app and click Continue.
  3. Enter the 6-digit code the app shows and click Confirm.
  4. Save the recovery codes somewhere outside the app, then click I saved them.
  5. Click Admin again.

Admin opens on your organization's settings, with its other tabs listed beside them.

Put your name on the app

  1. In Admin, make sure Organization is open.
  2. Replace the Display name with your organization's name.
  3. Click the logo area and upload a square logo, up to 2 MB.
  4. Optionally enter your Primary brand color as a hex code, such as #2563EB.
  5. Click Save changes.

Your logo and color now appear across the app, including in the navigation rail.

Create a data model

A data model is a database your team works in. Create one for clients.

  1. Open Data Models and click New Data Model.
  2. Enter "Client" as the Name and click Create. The model's editor opens, with one field already in place: the title, which will hold each client's name.
  3. Under Fields, click Add field. Enter "Website" as the Label, choose URL as the Type, and click Save.
  4. Click Add field again. Enter "Renewal date", choose Date, and click Save.

The model now has three fields. Open Data in the navigation rail and you'll find Client there, empty and ready for records.

Create a role for your teammate

Roles decide what people can do. Make one that can read and edit clients but can't change the model itself.

  1. Click Admin, open Roles & permissions and click New role.
  2. Enter "Account manager" as the Name.
  3. Under Permissions, open the Data models group and tick three permissions: the ones described as reading Data Model and field definitions, reading Data Records, and creating or editing Data Records.
  4. Click Create role.

Account manager now appears in the list of roles, below the built-in Administrator.

Invite your teammate

  1. Open Users and click Invite user.
  2. Enter your teammate's Email and, optionally, their Full name.
  3. Choose Account manager as the Role.
  4. Click Send invite.

The invitation appears at the top of the user list as Pending. Your teammate gets an email with a link that works for 14 days. Once they sign up, they appear as a regular user, can open Client under Data, and can add and edit clients.

What you built

Your organization now carries its own name and look, has a database with a role scoped to working in it, and has a second member. Admin access is protected by two-factor authentication.

From here:

Point your teammate at First steps for their own start.