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Setting Up Your Team

This guide will walk you through the process of setting up your team in Zamski for optimal collaboration.

Team Structure in Zamski​

Zamski is designed to mirror your team's actual structure, with support for:

  • Organizations: The top-level container for all your teams and projects
  • Teams: Groups within your organization with specific responsibilities
  • Roles: Different permission levels for team members
  • Integrations: Connections to your existing tools and workflows

Creating and Managing Teams​

Create a New Team​

  1. Navigate to Settings > Teams in the sidebar
  2. Click the + Create Team button
  3. Enter a name and optional description for your team
  4. Select a team icon (optional)
  5. Click Create Team

Add Members to Your Team​

  1. From the Teams page, click on the team you want to manage
  2. Select the Members tab
  3. Click + Add Member
  4. Search for existing users or enter email addresses for new invitations
  5. Assign appropriate roles to each team member
  6. Click Add Members to send invitations

Roles and Permissions​

Zamski offers role-based access control with the following default roles:

RoleDescriptionPermissions
AdministratorFull control of the organizationAll permissions
Team LeadCan manage teams and projectsTeam management, edit permissions
DeveloperStandard team memberView dashboards, contribute to projects
ViewerRead-only accessView-only access to dashboards and documents

Customizing Roles​

Administrators can create custom roles with specific permission sets:

  1. Go to Settings > Roles & Permissions
  2. Click + Create Role
  3. Enter a role name and description
  4. Select the permissions for this role
  5. Click Create Role

Team Integrations​

Connect your team with existing development tools to maximize Zamski's effectiveness:

Available Integrations​

  • Jira: Sync sprints, tickets, and progress
  • GitHub/GitLab: Connect repositories for code analysis
  • Slack: Get notifications and updates
  • Google Workspace: Share documents and collaborate

Setting Up Integrations​

  1. Go to Settings > Integrations
  2. Select the integration you want to configure
  3. Follow the integration-specific authorization steps
  4. Configure synchronization settings
  5. Click Save Integration

Best Practices​

  • Start small: Begin with core team members before expanding
  • Define clear roles: Assign roles that match actual responsibilities
  • Use teams meaningfully: Create teams that reflect real working groups
  • Documentation: Encourage team members to document processes
  • Regular reviews: Periodically review team structure and permissions

Next Steps​

Once your team is set up, you're ready to: