Create an Account

Follow the steps below to Sign up:


1) This is the log-in screen when you visit app.kaizIQ.io and click on "Sign In" on the top right corner.

2) If you don't have an account, click on "Sign Up" , and you will reach this screen where you can enter your name and email ID.

3) After you enter your name and email ID, a 6-digit OTP will be sent to that email ID.
Enter the OTP as the Verification Code and Click on Verify OTP.
For example - Here the name is "Test Account" , email-id is -Test@gmail.com and OTP is "123456"
4) Create a Username and Password for your account , confirm terms and conditions and click on Sign Up.
For Example - Here Username is "User" and password is randomly generated.
5) You will be redirected to the login page. Enter your Username and Password and click on Sign In.
For Example - Here Username is "User" and password is same as the one created in the previous step.

Congratulations! You have successfully created an account on KaizIQ. Let's get started with the basics.

Organization

Create an Organization

Follow the steps below to Create an Organization:


1) Once you are inside an Application, you will be able to create organization by writing organization Tag and Organization Name.
For Example - Here organization tag is "TES" and organization name is "Test Organization"
We then tap on "Create" button and organization will be created.

2) You can create multiple organization using organization tags and names using the "+" button in the top panel.

3) Your Organization will be created and you will be redirected to the Organization Page.

Join an Organization

1) Once you are inside an Application, you will see two options on the top-panel. Click on the plus button next to Organization.

2) Select the Join tab on top, and start typing the Organization name in the search bar. NOTE: Only Organizations with public visibility will show up here.

3) Click on the Organization you want to join, and click on Send Request.

4) Once you have sent a join request, the next step will be taken by the admin/owner of the Organization.

Invite Members

1) Click on the dropdown under Organization and select the Organization you want to go to.
For example - Here organization tag is "TES" and organization name is "Test Organization"

2) On the Organization page, you can go to members page from the side panel.
Here you will find an option to invite members.

3) A box will appear and you can enter the username to invite the user.
For example - Here username we want to invite is "test user"

4) Grant permissions to the user based on their role.

Approve Invite Request

1) Once you have sent a invite request, the next step will be taken by the invitee.
The invitee will see an action badge on their account dropdown on the top right of the screen. Click on it and Select the Settings tab.

2) In the settings page, select the Access Center, and you will see an action badge on the Invitations. You can now, Accept or Deny the Invitation.

Create a Project

1) Click on the dropdown under Organization and select the Organization you want to go to.

2) Once your Organization Page opens up, on the right side you will see 'Overview/Projects/Teams/members/Settings. Click on Projects. Click on the + Button to create your project.

3) Fill in the Name and Tag of the Project and click on Create.
The project will automatically be fixed to the Organization. Visibility is not relevant for this Project as only those users who are contributors will be able to see it.
For example here the new task is Task 4 and tag is TPT

Create a Team

1) Click on the dropdown under Organization and select the Organization you want to go to.

2) On the Organization page, you will see an option to Create next to the Teams section.

3) Fill in the Name and Tag of the Team and click on Create.

Check History of joinings

Click on the Settings and select History.

Project

Setup your first Integration


1) Click on My Projects from the Side Panel and you will see a list of all your Projects. Just like the following image.

2) Go to the Project you want to integrate and click on the "Explore All button".
We provide following Integration options:
Click the Connect now button to connect your account with above mentioned services.

Invite Collaborators

From the top panel, click on the "Projects" dropdown and select the Project you want to go to.

Once your Project Page opens up, on the left side you will see options like Overview, Integration Map, Registries, Collaborators, click on Collaborators, a screen like this will open up.

Click on the Add Collaborators button on the top right, a box will appear and you can enter the username to invite the user.

Grant permissions to the user based on their role.

Congratulations you have successfully completed the basics of KaizIQ.