Team, project and user management

Create an organization

Neptune lets you create an organization.

  1. Click the Context Switcher at the upper-right corner and click Create new organization.

create new organization
  1. Type in a name and click Create organization.

type name for new organization
  1. Once the organization has been created, you can invite people to your organization.

type name for new organization

Invite users to an organization

After you have created an organization, you can invite members to join it.

Note

  • Only an organization Admin can invite new users to an organization.

  • In case of a team organization, as soon as a user is added, s(he) is listed automatically.

  • In case of an individual organization, users are explicitly invited and have to accept the invitation before they are added. Those users can leave the Projects that they joined at any time.

  • Only organization members can be added to Projects in team organizations.

  1. Go to Context Switcher at the upper-right corner and click the Settings button for the relevant organization.

Go to settings to invite user to organization
  1. In the panel that appears, click the People tab.

Invite user to organization
  • The tab displays the list of users who already belong to the organization or whose membership is pending.

  • Above the list is a field in which you can type an email or username of people you want to invite. Neptune identifies names and emails for people who already have an account.

  1. Specify a name, set a role (Admin or Member) and click Invite.

The users you invite will be invited via email to join your organization (in case of already registered users, through an in-app notification). Until they join, their status is marked as “Pending invitation”.

Create a project

Neptune lets you create a project.

  1. Click Project at the top-left of the window.

  2. In the pane that appears, click New project.

Go to new project panel
  1. Set a name, color, description and project type (Public or Private).

Create new project
  1. Click Apply.

The new project is created.

Add users to a project

Note

Only a project Owner can invite new users to the project. Learn more about project roles.

  1. In the Project pane, click Settings, then click the People tab.

  • The tab displays the list of project members who already belong to the project.

  • Above the list is a field in which you can type an email or username of people you want to invite. Neptune identifies names and emails for people who already have an account.

  1. Specify an email or username of a user you want to add.

  2. Set a role and click Invite.

Add users to project

Note

  • If a user is registered in Neptune.ai, s(he) can be added from the UI, under Project Settings > People. If the user is not yet registered in Neptune.ai, s(he) can be invited by email. In any case, the user needs to accept the invitation, before s(he) appears in the list.

  • If the project is created in an individual organization, you can only invite users to a public project. The user is notified by email and must accept the invitation to be added. You cannot add users to a private project.