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Quickstart

This quickstart walks you through creating your first organization in Katapult, inviting a teammate, and confirming they can log in with the correct permissions.

Before you begin

Sign up or log in

  • Go to the Katapult sign-up page and click Continue with Krystal Identity.
  • Create your user account (or sign in).

Krystal Identity Signup page

Create your organization

After login, Katapult prompts you to create an organization.

  • Enter a name (you can change it later) and an organization subdomain.
  • Click Continue and follow the rest of the on-screen instructions to finish creating your organization.
Create New Katapult OrganizationCreate New Katapult Organization
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Katapult and Identity now share the same organization record.

Create a Role

  • In the Katapult dashboard, navigate to Access → Users and roles and select Manage users and roles in Krystal Identity.
Users and Roles in Katapult dashboardUsers and Roles in Katapult dashboard
  • In the Krystal Identity dashboard, go to organization → Roles. Select Add a new role.

Users and Roles in Krystal Identity dashboard

  • Next, give the role a clear name and description, for example, "Developer" and select Create role.

Users and Roles in Krystal Identity dashboard

  • After creating a new role, you'll be asked to edit the role permissions. Tick the permissions the role should include. When you're happy, select Save changes.

Users and Roles in Krystal Identity dashboard

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You'll assign this role in the next step.

Invite a teammate

  • In the Krystal Identity dashboard, open organizations → Users and select Invite user.

Invite User

  • Enter their email and pick a role. Click Send invitation.

Invite User

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  • At least one role must be selected.
  • Make sure the role has the appropriate permissions

Teammate accepts

  • They open the invitation email and click the link in the email.

  • To accept the invitation, they log in or create an account with Krystal Identity and choose Accept invitation.

Accept Invitation

  • After completing the authentication step and accepting the invite in Identity, the page displays a button to click through to Katapult. However, the user may choose to click on "my account" or "manage organization," or simply close their browser.