Start Here

Follow a recommended setup path for initial Account, Organization, Project, and Teammate setup.

Overview

Use this page as the default onboarding path for a new Account. Follow the setup steps in order.

Key Concepts

Account, Organization, Project

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

Teammates

Teammates are people records with roles at one or more scopes. Access should follow least privilege.

Blueprints

Blueprints define reusable structure for new Projects. Blueprints reduce setup work and standardize governance.

How It’s Used

Use this path during initial rollout. Use it again when onboarding a new Organization.

Benefits

• Faster setup for new Organizations and Projects
• Consistent structure across initiatives
• Cleaner access control and auditability

Setup Steps

1

Create a Transform login

Create a login when signing in for the first time.

• Create a Transform Login

2

Create an organization

Create one Organization per client or department.

• Create an Organization

3

Invite teammates

Invite Teammates at the lowest scope that works.

• Add Teammates
• Understanding Access Levels

4

Build the first Blueprint

Start with a template. Customize after teams start using it.

• Tutorial: Set Up a First Blueprint

5

Create the first Project

Create a Project from a Blueprint.

• Create a Project

Best Practices

• Create Organizations early to simplify access control.
• Standardize naming for Organizations and Projects.
• Keep Account Admin access limited.
• Establish a Blueprint before creating many Projects.

Summary

Recommended reading:

• New to Transform
• What Is Transform
• Understanding the Interface

Next actions:

• Create an Organization
• Create a Project
• Add Teammates