Org Management

Sammie Stephens Updated by Sammie Stephens

Add and assign projects to people and teams within your organization and much more.

People

Add additional CoPilots to assist in triaging questions, adding knowledge, building workflows, and more.

  1. Click the settings icon in the left menu bar.
  2. Select People under Org Management.
  3. Use the Add button in the upper right-hand corner to create a new user in the console.
  4. Insert their first and last name, email, assign them the role of CoPilot Admin, and hit Save.
  5. Send new users this support doc to log in to the console.

Teams

Add teams within the console to help organize your team members.

  1. Click the settings icon in the left menu bar.
  2. Select Teams under Org Management.
  3. Use the Add button in the upper right-hand corner to create a new team in the console.
  4. Insert the team name and hit Save.
To add team members to a team:
  1. Click the settings icon in the left menu bar.
  2. Select Teams under Org Management.
  3. Choose the team that you want to edit.
  4. In the Members section, hit the Add Team Members button.
  5. Select team members from the list to add to a specific team.

Tip for Org Admins: Create an Admin team that you can assign to every project if you'd like to have a view of all tickets being created in Capacity.

Projects

Add projects within the console and assign them to teams.

  1. Click the settings icon in the left menu bar.
  2. Select Projects under Org Management.
  3. Use the Add button in the upper right-hand corner to create a new project.
  4. Insert the project name and an abbreviation for the key.
  5. Hit Save.
To add teams to a project:
  1. Click the settings icon in the left menu bar.
  2. Select Projects under Org Management.
  3. Choose the project that you want to edit.
  4. In the Team Access section, hit the Manage button.
  5. Select the teams that you want to assign this project to.

Org settings

Assign an email address for default reply-to for communications.

  1. Click the settings icon in the left menu bar.
  2. Select Org settings under Org Management.
  3. Insert the email address that you would like to set as the default reply-to address.
  4. Hit Save Changes in the upper right-hand corner.

The Email Template allows you to customize the email notifications that come from Capacity. In order to set this up, follow the steps below:

  1. Enable the template by toggling the switch on in the upper right
  2. Upload a header logo (PNG is recommended for auto-resizing purposes)
  3. Add a footer HTML (social links, privacy policy, address, etc.)

Here is how the above template appears as an email:

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