Mana
Guides · Get startedSet up Mana for your team
Get started

Set up Mana for your team

Create your organization, set up its agents, and invite your team to a ready store.

8 steps · 2 min readView as Markdown
Read this guide inclaude.aiChatGPT
On this page8 parts

Do these eight steps as the admin, in this order.

  1. Create your organization

    Choose Sign in at the top of this page. When the sign-in asks for an organization, create one for your team. Its first person to sign in becomes its Mana admin, as Members and roles says.

    If you signed in before, do not create a second organization: Mana keeps the space of your first sign-in. When the id under the Settings title starts with org_, use that organization. If not, choose Open a request on the Support card.

  2. Connect your agent

    Connect your own agent with the agent picker. Steps 5 and 6 use it.

  3. Require the plugin in Claude Code

    If your team uses Claude Code, add the Mana plugin to its managed settings. Each member then gets it and cannot turn it off.

  4. Set up claude.ai or ChatGPT for everyone

    On claude.ai Team or Enterprise, a claude.ai owner adds the Mana connector once. On a ChatGPT Business, Enterprise or Edu workspace, a workspace admin adds and publishes it. Each member then only connects.

    If every member connects Mana in claude.ai, the owner also pastes the Mana rules into Organization instructions. ChatGPT has no such step yet.

  5. Add the three Mana skills

    Ask your agent to add them to your organization, with the sentence of the skills guide. Every agent of the organization then sees them.

  6. Write your first standing records

    Each agent reads your highlight/, learning/glossary and config/ records when it connects, before its first tool call. Everyone in your organization reads them. Start with your main project:

    Say to your agent
    Remember this under highlight/<project>: <what the project is, and what to search for>.

    Standing records has the details.

  7. Invite your team

    Open Settings, and choose Manage members on the Members card. Invite each person by email as Member or Admin, as Invite a colleague shows.

    Send each person the guide for an invited member and your id, which Copy id under the Settings title copies. They compare it with the id in their own Settings before their first memory.

  8. Create teams for knowledge that is not for everyone

    Open Settings, and choose Manage teams on the Teams card. Create a team under New team.

    A row shows a sign-in id that starts with person:, not a name. A person's row comes at their first sign-in, so ask each person when they signed in. Then choose Add to on their new row.

    Then store your first memory.

Start free