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The Digital Agency Operating System
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Setup

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Team Setup

Setup your departments, teams and staff information
Now it's time to setup your Departments, Teams and add all your Staff. ​You can include as much or as little information based on the size of your teams.

Departments

Clear Departments
Image
Name
Group Email

Teams

Clear Teams
Teams Setup
1
Departments
Name
1
Design
Design
2
Design
UX
3
Design
Illustrator
4
Design
Motion Graphics
5
Design
UX/UI
6
Design
Graphic design
7
Dev
Development
8
Dev
Progamming
9
HR
HR
10
Marketing
Social Media
11
Marketing
Content Creation
12
Marketing
SEO
13
Marketing
Digital Strategy
14
Marketing
SEO
15
Marketing
Content
16
Marketing
Copywriting
17
Marketing
Analytics
18
Marketing
PR
19
Operations
Operations
20
Product Management
Product management
21
Sales
Lead conversion
22
Sales
Cx Retention
23
Sales
Lead generation
There are no rows in this table

Staff

Clear Staff

ID
Image
Name
Role
Start Date
DOB
Work Email
Personal Email
Work Phone
Personal Phone
Departments
Teams
1
1
man crossing both arms
Jone Jones
President
20/08/2014
15/07/1982
+1 (312) 333-2222
+1 (312) 222-3333
Operations
Operations
2
10
brian-tromp-KucgBMFc4JU-unsplash.jpg
Rebecca Smith
Content Creator
21/10/2020
06/07/1994
+1 (312) 234-3969
+1 (312) 234-4029
Marketing
Content Creation
Social Media
3
11
woman in black leather jacket
Amy Gonzalez
Designer
05/01/2021
20/06/1986
+1 (312) 498-6666
+1 (312) 888-8888
Design
Design
4
12
selective focus of man smiling during daytime
Michael Warner
Developer
12/01/2021
31/03/1989
+1 (312) 111-1212
+1 (312) 757-7777
Dev
Development
5
14
woman in white striped top
Jenny Flowers
Copywriter
20/05/2021
19/03/1997
+1 (312) 812-2121
+1 (312) 282-8218
Marketing
Content Creation
6
15
man in black and white button up shirt smiling
Ali Bokesmati
Marketing Coordinator
06/09/2021
25/08/1994
+1 (312) 333-3333
+1 (312) 224-3323
Marketing
Social Media
Content Creation
SEO
7
1
image-from-rawpixel-id-1226853-jpeg.jpg
Jane Doe
Marketing Manager
01/12/2022
23/01/1997
514-111-1111
678-999-8212
Marketing
SEO
Content
Copywriting
Analytics
PR
8
2
image-from-rawpixel-id-188488-jpeg.jpg
Jane Marie Doe
Human Resources
14/04/2022
10/01/1996
514-111-1112
678-999-8213
HR
HR
9
3
image-from-rawpixel-id-1226853-jpeg.jpg
Doe Jane
Sales
14/04/2022
23/01/1997
514-111-1113
678-999-8215
Sales
Lead conversion
10
4
smiling woman in shallow focus photography
Janice Doe
Copywriter
14/04/2022
23/01/1997
514-111-1114
678-999-8214
Marketing
Copywriting
11
5
woman in white scoop neck shirt smiling
Joe Dane
Accounts manager
14/04/2022
23/01/1997
514-111-1115
678-999-8216
Sales
Operations
Operations
Lead generation
There are no rows in this table

Assign Staff Managers

Name
Role
Manager
1
Jone Jones
President
2
Rebecca Smith
Content Creator
Jone Jones
3
Amy Gonzalez
Designer
Jone Jones
4
Michael Warner
Developer
Jone Jones
5
Jenny Flowers
Copywriter
Jone Jones
6
Ali Bokesmati
Marketing Coordinator
Jone Jones
7
Jane Doe
Marketing Manager
Jane Marie Doe
8
Jane Marie Doe
Human Resources
Jane Marie Doe
9
Doe Jane
Sales
Jane Marie Doe
10
Janice Doe
Copywriter
Jane Marie Doe
11
Joe Dane
Accounts manager
Jane Marie Doe
There are no rows in this table

Emergency Contacts

Clear Emergency Contacts

Staff
Name
Email
Phone
Relationship
1
Jane Doe
Uncle doe
555-714-7557
Uncle
2
Jane Marie Doe
Husband doe
555-714-7557
husband
3
Doe Jane
brother doe
555-714-7454
brother
4
Janice Doe
sister doe
555-714-5989
sister
5
Joe Dane
father doe
555-714-5989
father
There are no rows in this table
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You have just completed setting up your Team’s information.
Now proceed to your

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