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Pro rollout for the Owner

Pro planOwner

You go first. When you finish, the people who run work across projects can sign in to a workspace whose access rules are already decided. This is step 1 of Plan your Pro rollout.

  1. Name one or two Admins to share the work. Admins run security and integrations; only you change the plan and edit the permission matrix. See roles and permissions.

  2. Set the sign-in rules. Enforce two-factor authentication before anyone else joins, and set session policies if your policy needs them. Single sign-on and SCIM come with Enterprise.

  3. Choose the permission posture in the matrix, and decide whether members may find projects they are not on. Custom roles come with Business.

  4. Check seats and billing. Understand member and guest seats before invitations go out.

  5. Decide the AI controls in Organization settings → AI and Storage: features on or off, the per-user AI cap, and who may connect external agents. See part 4 of Plan your Pro rollout.

  6. Invite the people who run work across projects. Invite your team with the Portfolio Manager role.

For the rest of your first week, use the admin first-week checklist.

Back to Plan your Pro rollout.