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Set up Tato in 3 steps

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Need a hand? Ping us on Teams or email [email protected] any time.

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1. Sign in & create your profile

Visit [yourcompany].tato.co and sign in with Microsoft SSO.

The first time you sign in, Tato creates your account. An administrator can upgrade your profile or you can be added to a project ahead of signing in.

Click your name in the lower-left corner (or press cmd/ctrl + k and search profile) to add any background that will help Tato give you context-aware answers.

2. Create a project

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Best practice: Describe the project exactly as you would to a new teammate.

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  1. Select Add Project, enter the name and description.
  2. Open Project Settings → Team Mmbers to invite colleagues.
  3. Build your Scope tree in Project Settings → Topics or from the Explorer. We recommend going 1-2 levels deep, you can refine it later.

Tato-onboarding-projectsetup.mp4

3. Add teammates

Sign-in

Anyone with a company email can sign in at [yourcompany].tato.co with Microsoft SSO. On first sign-in they have no access until an admin upgrades them.

Add to a project

Open Project Settings → Team Members and add individual users or a group. If a user does not exist yet, press New User to invite them and they will be granted viewer (lowest access level) access to the project.

Roles can be changed at any time by an admin.

Now that you’re set up, learn about:

<aside> <img src="notion://custom_emoji/73b473c9-9304-4189-b3bb-9695ac1713e9/1436baa9-b63a-8058-aaf1-007a93141e6a" alt="notion://custom_emoji/73b473c9-9304-4189-b3bb-9695ac1713e9/1436baa9-b63a-8058-aaf1-007a93141e6a" width="40px" /> 👋 Reach out with any questions [email protected]

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