The setup wizard
Creating a workspace takes you through eight steps: Company · Tools · People · Connect · Roles · Accounts · Invite · Review.
The wizard writes as you go. Your organization, people, connection requirements, and delegations are all created live, step by step. Only invitations wait for Review. If you abandon the wizard at step 4, everything up to that point already exists.
Company
Enter your company name and, optionally, its website. Alma researches the public web and drafts your industry, size, and description — review it and correct anything wrong.
If research fails or the website is blank, you get empty fields to fill in yourself. Alma doesn’t invent company details.
Team size is a fixed list: 1–10, 11–50, 51–200, 201–500, 501–1,000, or 1,000+ employees. Industry and description are free text.
Your organization is created when you submit this step.
Tools
Pick the shared tools your team uses. This step only records intent — you connect them in the next step, and can add more later from Connections. It’s skippable.
People
Import your directory: paste a list (Alex Kim <alex@acme.com>) or upload a
CSV/TSV. Everyone imported becomes a Person in the directory, not an
account. No one is contacted.
Coming soon. HR-sync (Deel, Rippling, Justworks, Gusto, BambooHR) isn’t available yet. Use paste or CSV import for now.
This step is skippable, but steps 5–7 all work from the roster you build here.
Connect
For each tool, choose one:
- Connect — run the OAuth flow yourself, now.
- Delegate — hand it to the teammate who owns that account. They get an email and see it in their personal settings.
- Skip — decide later.
You must choose one of the three for every tool before continuing. Skips are wizard-local and aren’t recorded — a skipped tool just stays unconnected.
Roles
Assign an access level to each imported person:
| Level | Meaning |
|---|---|
| Member | Connects their own accounts, answers Alma’s questions, runs their workflows. |
| Admin | Everything a Member does, plus Radar — a live read on ROI, coverage & AI use. |
| Implementer | Full control of the implementation — Sources, Memory, Workflows, Security. |
You’re the Implementer, since you created the workspace. Choices here are held locally and applied as the invitation role at Review.
Two things to know: in this wizard, Admin and Implementer invite identically — both arrive as Admin, so promote them afterwards (an invite sent later from Members can carry Implementer directly). And Remove on this step deletes the person from your directory immediately, with no confirmation, despite the rest of the step being local.
Accounts
Decide who has to connect which personal account. Requiring Gmail of the Sales group means every person in Sales is asked to connect their own Gmail.
Group and individual requirements are saved for real. The three System rows (Members / Admins / Implementers) are wizard-local and aren’t persisted — use groups or individuals instead.
Invite
Pick who to invite in this first wave. Only people with an email address appear. You can invite the rest later.
Review
Everything you’re about to send is listed here. Send invites & finish sends an invitation to each person you picked. Invitations expire after 7 days.
After the wizard
You land in the Console. From here, finish anything you skipped in Connections, and invite the rest of the team from Members.
What members see
Invited members get a first-run page, not the wizard. It asks them to connect any required personal accounts, shows any company accounts delegated to them, and explains Alma’s data policy.
Members can skip this entirely — a member who connects nothing still gets into the workspace. To chase connection coverage, use the reminder tools on Connections.
A member who hasn’t finished onboarding is sent back to this page on every sign-in. If someone is stuck, force it from Members with Mark onboarded.