Setting Up Your Organization
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Initial Setup
After signing up, you'll land on the organization setup wizard. Here's what to configure:
Step 1: Organization Details
- Enter your company name and upload your logo
- Set your fiscal year start month (this affects quota periods and reporting)
- Choose your default currency
Step 2: Invite Your Team
Navigate to Settings → Team to add members:
- Click "Invite Member"
- Enter their email address
- Assign a role: Admin, Manager, Rep, or Finance
- Click Send Invite
Tip: Managers can view dashboards for their direct reports. Assign manager relationships after inviting everyone.
Step 3: Connect Your CRM
Go to Settings → Integrations to connect HubSpot or Salesforce:
- Click Connect next to your CRM
- Authorize the OAuth connection
- Map your CRM deal fields to Commish fields
- Choose whether to auto-sync or manually import deals
Step 4: Create Your First Comp Plan
Head to Comp Plans → Create Plan to set up your first compensation plan. You can use the AI Plan Builder to describe your plan in plain English, or configure it manually using the step-by-step wizard.
Step 5: Assign Plans to Reps
Once your plan is created, assign it to reps from the Team page. Each rep can have one active plan per period.
What's Next?
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