Getting Started Guide for Admins

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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.

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Step 1: Familiarize yourself with Mooncamp’s platform

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Workspace navigation

• Sidebar
• Homepage
• Teamspaces

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Core features

• Goals
• Custom dashboards, Progress dashboard and Health dashboard
• Reports
• Check-ins
• Integrations
• Planning spaces

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Step 2: Set up your workspace, teamspaces and permissions

1. Clear your trial data
2. Update workspace name and logo
3. Create teamspaces
4. Manage employee permissions
5. Set up default access rights for goals

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Step 3: Set up your integrations

1. Set up data integrations to auto-update your goals
2. Set up the MS Teams or Slack integration

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Step 4: Establish your strategy framework

1. Set up your cycles
2. Set up goal properties in the property system
3. Configure goal statuses
4. Set up rules for goals and OKRs

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Step 5: Invite employees

1. Single-Sign On: Set up SSO or SAML-based SSO
2. 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