Setting up your Windmill account
Step 1: Account Creation & Set Up,
Currently, the Windmill team has to send an account invitation to you. If you are interested in a Windmill account, please set up time with the team here.
Once you have received an invite to Windmill, you can officially access your account (check your spam folder if you don't see the invite).
After accepting the invite, you'll be guided through the Slack integration by our Slack agent, Windy.
Once Slack is connected, you'll decide which channels you want Windy to access. Most people opt to have Windy join all public channels, and this can be easily configured in Settings > Connections > Slack:
If you want to add channels yourself, you can always add channels one by one.
Step 2: Adding Connections
The more systems connected to your account, the smarter Windy will be. To connect systems, go into Settings > Connections > Add Connections. Here is a full list of our available integrations.
If you need some one else from your team to help you connect systems, you can always add them to Windmill as an Admin.
In you connect Github, Figma or Jira, you will need to map the usernames to the correct team members; learn more about that here.
If you don't have an HR system to connect, you will need to add your org chart manually. This ensures the right people have access to the right things within Windmill. This structure is the backbone of the platform, so try to make sure you always have an up to date org chart.
Step 3: Windmill Roll Out
At this point, you have set up your account and are ready to roll out Windy to your team.
In order to invite teammates to Windmill, an Admin must go into Settings > Employees, and select all employees who should receive an invite. Once selected, you will see the "invite" button.
You'll have to specify your desired permissions for each user. Learn more about the difference in access levels here.
Once your team is invited, all that's left to do is turn on the Routines you desire for you team. Here is an overview of Routines to help you get started.