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When an Admin signs in for the first time, a Welcome modal appears with three recommended setup steps. You can complete them immediately or dismiss the modal and return to each step later from Settings or your Profile.
Roles in Steppd
  • Admin — full access to organization Settings, including departments, team management, billing, and the webhook audit log. The person who creates an organization is automatically an Admin.
  • Member — can create, edit, and publish their own documents and collaborate on documents they are assigned to. Members have limited access to Settings and cannot manage team membership or billing.
Only Admins can see and change the settings described on this page. Members who navigate to Settings will see a read-only view with restricted options.
1

Create departments

Departments let you tag documents by team or function (for example, Marketing, Operations, or HR). They appear as an optional metadata field when creating or editing a document, making it easier for your team to filter and organise content.To create departments:
  1. Click Create departments in the Welcome modal, or navigate to Settings → Organization tab.
  2. Scroll to the Departments section.
  3. Type a department name in the input field and click Add (or press Enter).
  4. Repeat for each department you want to add.
To remove a department, click the × next to its name.
Departments are optional metadata. Removing a department does not affect documents that were already tagged with it.
2

Invite team members

Add your colleagues so they can create and collaborate on documents inside your organization. Each person you invite receives an email with a link to activate their account.To invite a team member:
  1. Click Invite your team in the Welcome modal, or navigate to Settings → Team tab.
  2. Enter your colleague’s email address in the Invite a team member field.
  3. Click Send invite.
The invitation email is dispatched immediately. New members join with a Member role. You can promote any Member to Admin from the Settings → Team tab at any time.For full team management — including changing roles, reassigning documents, and removing members — see Team & collaboration.
3

Upload an export template

Export templates are .docx files that define your company’s letterhead and formatting. When a team member exports a document to Word, Steppd merges the document content into the template — so every export looks on-brand.To upload an export template:
  1. Click Upload an export template in the Welcome modal, or navigate to Profile → Templates tab and click + Add template.
  2. Follow the four-step template upload guide to configure your headings, indentation, and file.
For a complete walkthrough of creating and uploading a template, see Export templates.