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Getting Started
Getting Started Guide for Admins
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Getting Started
Why Mooncamp?
Guide for Admins
Guide for Employees
Platform
Navigating Mooncamp
Account Settings
Workspace Settings
Admin & User Management
Access & Permissions
Goals
Dashboards & Reports
Check-ins
Data Integrations
Collaboration Integrations
FAQs
On this page
Welcome to Mooncamp 👋
Step 1: Familiarize yourself with Mooncamp’s platform
Workspace navigation
Core features
Step 2: Set up your workspace, teamspaces and permissions
Step 3: Set up your integrations
Step 4: Establish your strategy framework
Step 5: Invite employees
Getting Started
Getting Started Guide for Admins
Learn how to get started with Mooncamp as an admin
Welcome to Mooncamp 👋
This guide will help you get started with Mooncamp. At the end, you will have
learned about the core features of Mooncamp
set up your workspace, teamspaces and permissions
set up your integrations
established your strategy framework
invited employees
To learn about what Mooncamp is and why it will transform the way you do strategy, please visit the
overview page
.
Step 1: Familiarize yourself with Mooncamp’s platform
Workspace navigation
Sidebar
Homepage
Teamspaces
Core features
Goals
Custom dashboards
,
Progress dashboard
and
Health dashboard
Reports
Check-ins
Integrations
Planning spaces
Step 2: Set up your workspace, teamspaces and permissions
Clear your trial data
Update workspace name and logo
Create teamspaces
Manage employee permissions
Set up default access rights for goals
Default access
rights apply to all
newly
created goals and do not take effect on already existing goals, therefore it is useful to set them before creating your first goals.
Step 3: Set up your integrations
Set up data integrations
to auto-update your goals
Set up the MS Teams
or
Slack
integration
Step 4: Establish your strategy framework
Set up your cycles
Set up goal properties
in the property system
Configure goal statuses
Set up rules for goals and OKRs
Step 5: Invite employees
Single-Sign On:
Set up SSO
or
SAML-based SSO
Either
invite employees manually
,
share an invite link
with them (
after
you created them in Mooncamp) or set up SCIM (e.g.
via Azure AD
) to automatically import employees
For a smooth start with Mooncamp, you can support your colleagues by providing them with the
employees introduction guide
.
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