Getting started with Governance

Click your organisation's name at the top left and choose Governance. There you read what Governance is and whether it is on. A new organisation starts with Off, and only the owner switches it on. A colleague who is not an owner reads here who can switch it on.

Switch it on. From now on everyone in your organisation can open Governance, with their own portal account and two-step verification. There is no separate password: Governance keeps none.

The same page now shows Open Governance, for you and for everyone in your organisation: they also find it behind the organisation's name, under Governance. Governance opens in the same tab.

Governance lets the portal check who you are: your account, your two-step verification and whether you are a member of an organisation with Governance. Already signed in to the portal? Then you go straight through. When someone is removed from the organisation, Governance closes for them within half a minute.

You start on My work. For a new organisation, Getting started is at the top: give your people their duty, make the first quote, start the first project and put the work on the board in Flow. Each step is one sentence and one button; the next step has the purple button. You only see the steps you may take yourself.

On the left are only the areas you need now: My work, Quotes, Projects and People. The governance profile and the decision ledger wait under More, until something is in them or you open them; then they stay in the bar. What you may use and already has something in it is always in the bar.

At the step Make the first quote, choose Open Quotes. As long as there is nothing yet, Quotes says in one sentence what it is for; the button New quote is right above it. Every empty area works this way.

Go back to My work. The quote exists, so the step says Done: Governance looks at what is really there, not at a tick you set. Once everything is done, the list goes away by itself.

Don't need the list? Choose Hide; that only applies to you. You can always bring it back: open search with ⌘K and choose Getting started.