Administrator Guide

Getting Started as an Admin

Follow these steps to set up your CARUSO platform and get your team up and running quickly.

1

Set Up Your Branches

System Admin → Branches

Branches represent the different sections or divisions of your organization where programs and projects will be organized.

What You'll Configure

  • Create branches for each department, division, or business unit
  • Programs and projects will be assigned to specific branches
  • Users can be given access to specific branches based on their role
  • Branch structure helps organize reporting and resource allocation
Branches setup screen showing how to create and manage organizational branches
2

Configure System Settings

System Admin → Settings

Configure your organization's core settings including name, file limits, and security notifications.

What You'll Configure

  • Organization Name - This will appear throughout the platform and in reports
  • File Upload Limits - Set maximum file sizes for attachments and documents
  • Security Incident Email - Configure where security alerts are sent
  • Session timeout and other security settings
System settings screen showing organization name, file limits, and security email configuration
3

Customize Your Branding

System Admin → Branding

Upload your company logo and customize the platform appearance to match your organization's identity.

What You'll Configure

  • Upload your organization's logo (recommended: PNG or SVG, 200x200px minimum)
  • Set your organization name for display throughout the platform
  • Your logo will appear on the login screen, navigation, and reports
  • Branding helps users identify your instance of the platform
Branding configuration screen showing logo upload and organization name settings
4

Set Up Email Notifications

System Admin → Email Notifications

Configure how and when users receive email notifications about important events.

What You'll Configure

  • Enable/disable email notifications globally
  • Configure notification types (task assignments, due dates, comments, etc.)
  • Set up digest emails for daily or weekly summaries
  • Users can also customize their own notification preferences
Email notification settings showing various notification types and delivery options
5

Create User Accounts

System Admin → User Management

Add users to your organization and assign them appropriate roles and permissions.

What You'll Configure

  • Click "Add User" to create new accounts
  • Enter user details: name, email, and initial password
  • Assign a role (Admin, Project Manager, QA Manager, Developer, etc.)
  • Assign users to specific branches and programs
  • Users will receive an email to set up their account
User management screen showing user list and add user dialog

You're All Set! 🎉

Once you've completed these steps, your team can start using CARUSO to manage projects, track quality assurance, and collaborate effectively.

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