Rolebase

Getting Started

Create your account, set up your organization, and invite your team.

Create Your Account

  1. Go to app.rolebase.io and click Sign Up.
  2. Enter your email address and choose a password.
  3. Confirm your email address via the link sent to your inbox.

You are now ready to create your first organization.

Create Your Organization

  1. From the dashboard, click Create Organization.
  2. Give your organization a name.
  3. Optionally set a custom slug (the short identifier used in your URL, e.g. app.rolebase.io/orgs/my-org).

Your organization starts with a single top-level role that you can rename and expand.

Build Your Structure

Your organizational structure is made up of roles. A role that contains other roles acts as a circle (a team or department). Start by creating a few key roles:

  1. Click on your top-level role to open it.
  2. Click Add and select Role to create a new role.
  3. Give each role a name, purpose, and accountabilities.
  4. Add sub-roles to create circles.
Lamp On AI Suggestions

Rolebase can generate role suggestions using AI. Based on the parent role’s purpose, the AI proposes sub-roles with pre-filled purpose, domain, and accountabilities.

Invite Your Team

  1. Go to the Members section of your organization.
  2. Click Invite and enter the email addresses of your team members.
  3. Each person receives an invitation email with a link to join.
  4. Once they accept, assign them to their roles.
Info Circle Pending Invitations

Invitations are automatically resent with decreasing frequency until accepted. You can track the status from the members list.

Start Collaborating

With your structure and team in place, you can:

Next Steps