# Founding an organisation — a step-by-step guide

In draften, an organisation is a company's shared space: mailboxes, assistants, people, keys and settings. You found it from a founding link, become its owner and invite your colleagues.

**Before you start**

- **An invitation to found** — An e-mail from the draften operator with a founding link (valid for 7 days). On your own installation, whoever runs draften sends it.
- **Your colleagues' e-mails** — Members are added by their work e-mail.

## Step 1 of 8: Open the founding link

On the screen: The Founding an organisation page from the link in the e-mail.

Do this: An organisation is founded by whoever the draften operator sent an invitation to found. The link in the e-mail is valid for 7 days and works once. The **organisation name** is usually filled in; check it.

> Note: When the link has expired or was used, ask the operator for a new one — that invalidates the old.

## Step 2 of 8: Your name and password

On the screen: The Your name, Password and Password again fields.

Do this: Type your name and choose a password of at least 12 characters; a longer phrase is better than a word with a number. You sign in with the password until you bind the organisation to a Microsoft 365 or Google Workspace directory.

> Note: Someone who already has a draften account enters no password here — their sign-in stays as it is.

## Step 3 of 8: Found the organisation

On the screen: The Found the organisation and sign in button.

Do this: Click it. The organisation is created, you become its owner and you are signed in straight away. The organisation takes your browser's time zone and language.

## Step 4 of 8: The first sign-in

On the screen: A welcome with three steps and the Make the first assistant button.

Do this: Nothing is in the organisation yet. Make an assistant with **Make the first assistant** — the wizard adds a mailbox and knowledge and learns from the mail. The users' guide A new assistant, step by step describes it.

## Step 5 of 8: The organisation's general settings

On the screen: In Organisation → General, the counts of mailboxes, assistants and people, and the Name, Time zone and Language fields.

Do this: The **time zone** (IANA, Europe/Prague say) decides how daily limits and message times are counted. The **language** is the one new members start with and the quote line of Gmail replies. Assistants' instructions stay in the language they are written in.

> Note: The organisation owner changes the name, zone and language.

## Step 6 of 8: People and roles

On the screen: In Organisation → People and roles, the members with role, status and last sign-in.

Do this: Three roles: an **owner** manages everything and has owner rights to all mailboxes; a **manager** invites members, connects mailboxes, manages integrations and keys, and has editor rights to the mailboxes; a **member** sees only the mailboxes they were given access to. Change a role in the row.

> Note: Only an owner makes or removes an owner; the last owner stays. In detail: People and roles.

## Step 7 of 8: Add a member

On the screen: Under the list, the E-mail, Name and Role fields and the Add member button.

Do this: Type the e-mail, a name for a new person, choose the role and click **Add member**. When the organisation has a mail sender (or the operator provides one), the member gets an invitation with a one-time link at once.

> Note: Without a mail sender the member is added too, only nobody tells them — they sign in with the organisation's account (Microsoft 365 or Google Workspace) by that e-mail. See Outgoing mail and How members sign in.

## Step 8 of 8: Invitation and removal

On the screen: In a member's row, the three-dots button.

Do this: The menu has **Send invitation** (or **Send again** — the old link stops working) and removal from the organisation. A removed member loses their mailbox access too.

> Note: The invited status means the invitation went but the member has not signed in yet. If it did not go, the reason shows by the member.

**The organisation is up** — Next: set how members sign in, where the invitations are sent from, and add and connect mailboxes.

- **Signing in with Microsoft 365 or Google** — Binding to a directory is described in How members sign in.
- **Mailboxes** — The guide Adding and connecting a mailbox.