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Getting Started in Nucleus One – Quick Overview

by Feb 3, 2021Admin and Billing, Basic Setup, Creating Projects, Organizations and Projects, Users and Roles

Sign up to and create your Organization and Projects to get started in Nucleus One. Then select a section below to get started with some basic setup for your department or solution.

Choose a Section:

NUCLEUS ONE SIGN UP

Go To https://app.nucleus.one

Sign up using your Google, Microsoft, or LinkedIn account or enter your email address to sign in.

Sign In to Nucleus One

DASHBOARD

After you sign up, you will be directed to the Nucleus One “Dashboard”.

After Signup to Nucleus One, Dashboard

TRIAL PERIOD

If your account is still in the trial period, click TRIAL on the Dashboard to show the trial period information.

Trial Period

USER MENU

Click the “User Menu” icon found at the top-right corner of the page.
The following can be configured in through the “User Menu” icon:
• Organization
• Projects

User Menu

Organization Page

Click the “User Menu Icon” found at the top-right corner of the page.

In the drop-down menu, click “Manage Organizations”.

Organizations

The Organizations Page will show.

Your Organization will show with details regarding creation date and time (“Created On”) and your email address (“Created By”).

Click on Your Organization for details.

Organizations

EDIT ORGANIZATION NAME

Click “User Menu” > “Manage Organizations”.
The Organizations Page will show.
Click your Organization Page for details.
To edit or update your Organization’s Name, click the “Edit” icon at the header of your Organization’s Page.
Enter a new Organization Name. Click “Go”.

User Menu, Manage Organization, Edit Organization Name

ADDING ORGANIZATION MEMBERS

Click “User Menu” > “Manage Organizations”.
The Organizations Page will show.
Click your Organization Page for details.
A list of Organization Members will show.
Under “Email Address”, enter an email address to invite a new member into your organization.
Click “INVITE”.
An invitation email will be sent to the new member of your organization.

User Menu, Manage Organization, Add Organization Members

Manage Subscription and Billing Plan

Click “User Menu” > “Manage Organizations”.
The Organizations Page will show.
Click your Organization Page for details.
Click “Manage Subscriptions”.
The Subscriptions Page will show your Billing Plan.

User Menu, Manage Organization, Subscription
User Menu, Manage Organization, Billing Plan

Projects Page

Click the “User Menu Icon” found at the top-right corner of the page.

In the drop-down menu, click “Manage projects”.

User Menu, Manage Project

The Projects Page will show.

Your Projects will show details regarding creation date and time (“Created On”) and your email address (“Created By”).

Click on Your Project for details.

User Menu, Manage Project, Projects

Add new Project

Click “User Menu” > “Manage Projects”.
The Projects Page will show.
To add a new project click the “(+)” icon found at the bottom of the page.
In the “Add Project” menu, select the Organization for the Project. Enter the Project Name. Click “Add”.

User Menu, Manage Project, Add New Project

Edit Project Name

Click “User Menu” > “Manage Projects”.
The Projects Page will show.
Click your Project for details.
To edit or update a Project Name, click the “Edit” icon at the header of your Project’s Page.
Enter a new Project Name. Click “Go”.

User Menu, Manage Project, Edit Project Name

Adding Project Members

Click “User Menu” > “Manage Project”.
The Projects Page will show.
Click your Project for details.
A list of Project Members will show.
Under “Email Address”, enter the email address to invite into your project. Click “INVITE”.
An invitation email will be sent to the new member of your project.

User Menu, Manage Project, Invite Members

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