Overview
After signing up, completing your workspace setup ensures your team can collaborate effectively and that Scrums.com can match and deploy the right talent to your projects. This process typically takes 5 minutes.Step 1: Set Up Your Organisation Profile
Navigate to Settings > Organisation. Fill in your company name, industry, primary location, and preferred timezone. This information is used to match you with the right engineers and delivery teams.Step 2: Connect Your Tools
Scrums.com integrates with the tools your team already uses. In Settings > Integrations, connect:- Jira, Azure Boards or Clickup for sprint and backlog tracking
- Github, Gitlab, Bitbucket, Azure Repos, or AWS CodeCommit for for Git tracking
- Slack or Microsoft teams for Notifications
- Windsurf, Cursor, Copilot, or Claude Code for AI Agent tracking
Step 3: Invite Your Team
Go to Settings > Users and invite colleagues who will be using the platform. Assign roles:| Role | Description |
|---|---|
| Admin | Full workspace access and control, billing, and user management |
| Manager | Can view dashboards, manage team activity, and approve work |
| Viewer | Read-only access to dashboards and delivery reports |
Step 4: Create Your First Project
In the Start a Project Wizard on the Projects Page, click Start A Project. You will be asked to describe:- Your immediate priorities (e.g. new product build, legacy modernisation, QA automation, AI adoption)
- Whether you need an individual, a team, or AI agents
- The tech stack(s) you are working with (e.g. React, Node.js, Python, .NET, Java)
- The type of engagement you need (Dedicated Team, Managed Delivery, or On Demand)
Step 5: Schedule Your Kickoff
Once your workspace is configured, your Enablement Partner will reach out to schedule a formal kickoff call. This session aligns your delivery goals, confirms your team structure, and sets up your first sprint.Standard Plan users are guided through self-serve onboarding. If you need assistance at any point, use the in-app chat or email support@scrums.com.