Company Admin
This edition is for the people who run the company workspace: owners, studio leads, operations - anyone who decides how Ceruleo is set up rather than only working inside it. It assumes you have read (or will read) the General User edition; everything there applies to you too. What this edition adds is the machinery: the settings, templates, and invitations that shape what everyone else experiences.
Every configuration decision in this edition serves one idea: the work drives the shape. Ceruleo is built for creative, non-linear, iterative projects - the kind that start as a spark, not a scope document - and your job as an admin is to provide scaffolding that supports that evolution, never a cage that prevents it. Templates are starting sketches. Permission grids are guardrails. When this edition shows you a knob, it will also tell you what kind of team each setting fits - look for the ⚙ Make it yours notes.
The one distinction that governs everything
Ceruleo has exactly two kinds of people, and the difference is set at the moment you invite them:
- A company invitation makes someone a company user: they join your workspace, see company tools (Sparks, contacts, programs, statuses), and can be granted company-level capabilities.
- A project invitation makes someone a collaborator on that one project - nothing more. Clients, vendors, and partners belong here. A project invitation never grows into company membership on its own; there is no promotion path except an explicit company invite.
Cost of choosing wrong, in both directions: invite a vendor to the company and they can see your company contacts, programs, and idea pipeline - things you almost certainly did not mean to share. Invite an employee to projects only and they will work for months missing the company half of the platform, usually without knowing it exists. When someone says "I don't see Sparks," this distinction is the answer far more often than permissions are.
Each person belongs to at most one company - a second company invitation will be refused, not merged.
Getting around
Every page inside a project carries the project bar at the top: the project name (click it for recent items, other projects, and the dashboard) plus one-click links to every tool the viewer can open. Worth knowing as an admin: the bar is permission-filtered per member by the same per-project grids you configure - a member's bar shows exactly the tools their grid allows, and the Organizer entry appears only for people who can reorganize.
How this edition is organized
The chapters follow the order in which a company actually gets set up: workspace and branding → members, invitations, and per-member capabilities → permission templates → programs and project statuses → template families (structure, logs, notes, flags, spark categories, asset types) → the company library → contacts administration. The template chapters cross-link into the General User parts they power - structure templates into Part 1, log templates into Part 4 - and the shared material appears in both editions so neither reads with holes in it.
The Project Organizer
Most project management tools are only useful once a project has already been defined - someone hands them a finished scope and they track it. Ceruleo starts earlier, at the spark of an idea, which means the Organizer ca…
Part 2Sandboxes and Rallies
Part 1 said the creative work carves the Organizer into shape. This part is about where that work actually happens. Ceruleo gives you three containers for an idea, and choosing between them is the most consequential judg…
Part 3Scheduling
A schedule in most tools is a contract written before the work is understood - which is why most schedules are fiction by week three. Ceruleo's scheduling is built for the other reality: creative projects where the shape…
Part 4Logs and entry templates
The daily log is the project's memory of what actually happened - weather, work performed, who was on site, what went wrong - written the day it happened, when it is cheap, instead of reconstructed in a dispute, when it …
Part 5Everything else
The remaining tools are smaller, but each hides exactly one judgment call. Here they are, one page at a time. Mechanics for all of them: in-app Field Guide, section by section.…
Part 6Members, invitations, and capabilities
The welcome chapter called the company-vs-project invitation the one distinction that governs everything. This chapter is its operating manual.…
Part 7Template families
Company settings holds a family of template surfaces - structure templates (Part 1), log templates (Part 4), note types, flag types, spark categories, and asset categories & types (Part 2). Six lists, one philosophy, sta…
Part 8Programs, statuses, and the project lifecycle
These are the portfolio's vocabulary - how the company reads across projects without opening them.…
Part 9The company library and contacts administration
The last two settings surfaces are the company's shared shelves: documents and people.…