Take Your Team from Sign-Up to Meetings
When first creating your organization and inviting team members to EOS One™, follow the steps below to guide you! You can read the article in its entirety, or select one of the steps in the list below to jump directly to that section.
Initial Account Creation – Creating an Organization
If you would like to create an Organization in EOS One, start by navigating to eosone.com and then click "Sign Up".
From there, click “Create My Account” to start creating your account.
Alternatively, you can sign up for an account via Single Sign On (SSO) with your Google account. This will also take you through the account creation process.
You will be prompted to enter your email address and click “Send verification code.” In another browser window, find the email with the verification code, enter it in the “Verification Code” field, and click “Verify code.”
Note: The email will be titled “EOS Worldwide account email verification code.”
Then, create a password, enter your remaining information, check the box accepting the Terms and Conditions, and click “Create.”
Once your account has been created, you will be guided through the organization creation process, at the end of which you will be taken to the EOS One homepage!
Initial Account Creation – Invited to an Organization
If you receive an invitation to an organization in EOS One, click “Accept Invitation” in the invite email to begin.
After clicking “Accept Invitation,” click “Create My Account” on the login page to start creating your account.
NOTE: If you sign up outside of the invitation link, you will be prompted to create your own organization, which will not be linked to the organization you were invited to.Alternatively, you can sign up for an account via Single Sign On (SSO) with your Google account. This will also take you through the account creation process.
You will be prompted to enter your email address and click “Send verification code.” In another browser window, find the email with the verification code, enter it in the “Verification Code” field, and click “Verify code.”
Note: The email will be titled “EOS Worldwide account email verification code.”
Then, create a password, enter your remaining information, check the box accepting the Terms and Conditions, and click “Create.”
Once you have created your account, you will be taken to the EOS One homepage!
Create a Meeting
If you are looking to add Rocks, Measurables, or Issues in EOS One, the first step you will have to take is creating a meeting. Once your first meeting has been created, you can add those items to the created meeting! If you see an empty Dashboard, you will have to either be added to a meeting or create a new meeting yourself.
From the Dashboard, click the plus button to the right of "Meetings."
Start by selecting the type of meeting. It can be a:
Level 10 Meeting™ – A standard 90-minute Level 10 Meeting
Same Page Meeting® – A 2-hour meeting consisting of a Check-In, To-Do Review, IDS®, and Conclude
Custom Agenda – All stages of a Level 10 Meeting can be added to a Custom Meeting, as well as custom content such as an editable Notepad
Once the meeting type has been selected, edits to the order and length of each meeting segment can be made on the right side of the screen. Drag and drop the segments to reorder them, click the time dropdown to increase or decrease the length of the segment, and click the trash can to remove the segment.
Next, select the attendees of the meeting. You can click the search bar of the “Attendees” section to see everyone who is currently a member of your organization. You can also type the name of the person you would like to add and select them from there.
NOTE: To invite new users to your organization and add them as meeting attendees, click “Invite New Attendees” under “Attendees” and add their name & email address. Click “Add” to add each additional person and then click “Invite” once all new users have been added.
Finally, give your meeting a name and set the date and time of when the next meeting will run.
Click “Create Meeting,” and the meeting will now appear on your dashboard!
Invite Teammates to Your Organization
Click “Settings” and then navigate to the License tab.
Click “Invite User.” You will be prompted to enter their first name, last name, and email address.
Click the "Add" button underneath their information.
Repeat as needed for each person you would like to invite, clicking the plus button after each new email address is entered.
Once everyone has been added, simply click “Invite.”
NOTE: Each person invited will increase your user count by 1 for an additional $10 per user per month. When inviting new people with an active subscription, a prorated amount is charged to your card within an hour. For example, a user added mid-month would result in a $5 charge that day, and the next month’s invoice would reflect a $10 increase.
Visit the EOS® Learning Center
If you are just starting your EOS Journey, the Learning Center is an excellent place to learn more about the concepts and principles of EOS®. These 2-3 minute videos break down the core concepts of EOS, and are great to watch as you begin your EOS Journey or as a refresher for those already well on their way!
From anywhere in EOS One™, click the “Learn” button in the top-right of your screen.
Click "The EOS Toolbox™" and watch any of the free, high-level videos about the different tools in the EOS Toolbox!