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How to create organizations, departments, add members, and configure roles in Karma AI
v1.0 | August 2026
Login: use your Super Admin account
Navigate: Settings → Organization
| Field | Example | Required |
|---|---|---|
| Organization Name | Algo IQ Software Solutions Pvt Ltd | Yes |
| Organization Code | ALGOIQ | Yes |
| Website | https://www.algoanalytiq.com | No |
| Timezone | Asia/Kolkata (IST) | Yes |
| Work Start | 09:00 | Yes |
| Work End | 18:00 | Yes |
| Working Days | Mon-Fri | Yes |
| Report Deadline | 19:00 | Yes |
Navigate: Settings → Departments → Add Department
| Department | Purpose | Typical Head |
|---|---|---|
| Engineering | Software development | Engineering Manager |
| Quality Assurance | Testing & QA | QA Lead |
| DevOps | Infrastructure & deployment | DevOps Lead |
| UI/UX Design | Design & user experience | Design Lead |
| Product Management | Product & requirements | Product Manager |
| Human Resources | People & culture | HR Manager |
| Support | Customer support | Support Lead |
Navigate: Settings → Employees → Add Employee
| Field | Example | Required |
|---|---|---|
| Name | Darshan Patel | Yes |
| [email protected] | Yes | |
| Department | Engineering | Yes |
| Role | Employee / Manager / Admin | Yes |
| Designation | Senior Developer | Yes |
| Reporting Manager | Vikram Singh | Yes |
| Phone | +91 98765 43210 | No |
| Role | Purpose | Dashboard |
|---|---|---|
| Super Admin | Full platform control, multi-org | Executive |
| Admin | Manage org, users, departments | Executive |
| Reporting Manager | Review & approve reports | Manager |
| Team Lead | Guide team, view reports | Manager |
| Project Manager | Manage projects & sprints | Manager |
| Employee | Submit daily work | Employee |
| Executive | View org KPIs | Executive |
Users are created by registration and approved by a Super Admin.
| Role | Description |
|---|---|
| Super Admin | Full access to everything |
| Admin | Manages users and settings |
| Reporting Manager | Oversees team reports |
| Team Lead / Project Manager | Manages their team's work |
| Employee | Submits daily reports |
| Permission | Super Admin | Admin | Manager | Employee |
|---|---|---|---|---|
| Create Organization | ✅ | ❌ | ❌ | ❌ |
| Manage Users | ✅ | ✅ | ❌ | ❌ |
| Submit Report | ❌ | ❌ | ✅ | ✅ |
| Approve Report | ❌ | ❌ | ✅ | ❌ |
| Configure AI | ✅ | ❌ | ❌ | ❌ |
| View Analytics | ✅ | ✅ | ✅ | ❌ |
| Audit Logs | ✅ | ✅ | ❌ | ❌ |
| Issue | Solution |
|---|---|
| Can't see Add Employee | Login as Super Admin or Admin |
| Employee can't login | Check the email is correct and the account is approved |
| Reports not showing | Check reporting hierarchy is assigned |
| Department not in dropdown | Create department first in Settings → Departments |
| Role not available | Check Roles page in Settings |