Learn how to set up your organization’s profile, invite team members, and connect Yes, your sales guy’s feedback makes sense and aligns with best practices for onboarding and organizational setup. Separating inviting team members (an admin or pilot leader responsibility) from connecting data sources or integrations (often handled by individual users during their own onboarding or pilot kickoff) provides clarity and ensures each user gets relevant instructions for their role.
Here’s how you might structure the article for maximum clarity:
Setting Up Your Profile & Organization
Get started in Rolai by configuring your organization’s profile, inviting team members (for admins), and connecting your own data sources or integrations.
1. Organization Setup (Admins or Pilot Leaders)
Configure Organization Profile:
Go to the organization settings to enter your organization’s name, contact info, time zone, and notification preferences.Invite Team Members:
In the user management section, add emails and assign roles (Admin or Member). Invited users will receive an email to join Rolai.
2. Setting Up Your Individual Profile
Complete Your Profile:
Add your name, role, and any relevant contact information in your user settings.
3. Connecting Data Sources & Integrations (All Users)
Access the Integrations Section:
Click on the bottom left of the Rolai Screen where you see your name then click to expand and then click Integrations
Connect Your Apps:
Click “Connect” under the app you want to link (e.g., Google Drive, Outlook, Canvas).
Upload Key Documents:
Add important files (PDFs, docs, spreadsheets, etc.) to Knowledge so Rolai can deliver insights tailored to your content.
4. Review Default Settings
Adjust Time Zone and Notifications:
Make sure your personal and organization-wide settings match your needs.
Tip:
Admins should focus on organization-wide setup and team invitations, while individual users connect their own integrations and upload their data during onboarding or pilot kickoff.
If you need help at any step, contact support via chat or email at support@rolai.com.
This structure ensures each audience-admins and individual users-has clear, actionable steps tailored to their responsibilities.