New to Transform

Get oriented on scope and access, then complete the core onboarding steps.

Overview

Use this page for fast orientation. Use Start Here for the recommended setup path.

Key Concepts

Scope model

Transform is organized by scope.

• Account: top-level container for all work
• Organization: container for a client, department, or business unit
• Project: delivery container for a single transformation initiative

Access model

Access is granted at the same scopes. Roles control actions within a scope.

• Understanding Access Levels

How It’s Used

Use this guide during onboarding. Use it again when setting up a new Organization.

Benefits

• Faster navigation through consistent scope concepts
• Fewer access mistakes during rollout
• Cleaner setup for Organizations and Projects

Setup Steps

Transform Platform Map

Transform AI: Platform Maptransform-ai-git.github.io

First 10 minutes

Complete the steps in order.

1

Configure profile

Set display name and core preferences.

• Profile Configuration

2

Join or create a Project

Request Project access from an admin, or create the first Project.

• Create a Project

3

Add Teammates

Invite Teammates at the lowest scope that works.

• Add Teammates

Best Practices

• Use Organization scope for access to multiple Projects.
• Use Project scope for external collaborators.
• Adopt a single vocabulary for Blueprint and Project naming.

Summary

Next workflows:

• Build a Blueprint: Tutorial: Set Up a First Blueprint
• Learn views: Working with Views
• Generate requirements: Requirements Generation