Set up your EOS One™ organization, invite your team, create your first meeting, and start learning EOS® basics.
Use this guide if you are creating a new organization or helping your team get started in EOS One.
Initial Account Creation: Creating an Organization
Use these steps if you are creating a brand-new organization in EOS One.
Go to eosone.com.
Click Sign Up.
On the Get started with EOS One today screen, choose how you want to create your account.
You can:
Click Continue with Google to sign up with your Google account.
Click Continue with Microsoft to sign up with your Microsoft account.
Enter your email address, then click Continue to create an account with email and password.
If you create an account with email and password, enter your account details.
Required fields include:
First Name
Last Name
Password
Confirm Password
You can also enter your phone number.
Click Continue.
On the Tell us about your company screen, enter your organization details.
Required fields include:
Company
Website
Industry
Number of employees
Your role
Department
What is your familiarity with EOS?
Click Continue.
On the EOS One works better with your team screen, invite members of your leadership team.
For each team member, you can enter:
First name
Last name
Email address
Role
Click Add Another Team Member to invite more people, or click Continue.
If you do not want to invite team members now, click I’ll do this later.
After setup is complete, you will be taken to the EOS One homepage.
Initial Account Creation: Invited to an Organization
Use these steps if someone invited you to join an existing EOS One organization.
Open the invitation email.
Click Accept Invitation.
Note: You must use the link in the invitation email to join the existing organization. Going directly to eosone.com will not connect your account to the organization you were invited to.
Review the organization you were invited to join.
Click Join.
If you do not already have an EOS One account, follow the account creation steps.
Verify your email address if prompted.
After your account is created and connected to the invited organization, you will be taken to the EOS One homepage.
If you want to add Rocks, Measurables, or Issues in EOS One, you first need to create or be added to a meeting. If your Dashboard is empty, create a meeting or ask an organization member to add you to one.
From the Dashboard, click the plus button next to Meetings.
Select a meeting type.
Meeting types include:
Level 10 Meeting™: A standard 90-minute Level 10 Meeting.
Same Page Meeting®: A 2-hour meeting that includes Check-In, To-Do Review, IDS®, and Conclude.
Custom Agenda: A custom meeting that can include Level 10 Meeting sections and custom content, such as an editable Notepad.
Review the meeting agenda.
To adjust the agenda, use the options on the right side of the screen.
You can:
Drag and drop sections to reorder them.
Use the time dropdown to increase or decrease the length of a section.
Click the trash can icon to remove a section.
Add meeting attendees.
Click the search bar in the Attendees section to view people who are already members of your organization. You can also type a person’s name and select them from the list.
To invite new users while creating the meeting, click Invite New Attendees under Attendees.
Enter each new attendee’s name and email address.
Click Add for each additional person.
Click Invite after all new users have been added.
Enter a meeting name.
Set the date and time for the next meeting.
Click Create Meeting.
The meeting will now appear on your Dashboard.
You can invite teammates from the People page in Settings.
Click your profile picture or initials in the upper-right corner of EOS One.
Select Settings.
Under Company, click People.
Click Invite User.
Enter the user’s information.
Click Add after entering their information.
Repeat as needed for each person you want to invite.
Adjust each person’s role or permission level as needed.
Click Invite to send the invitation.
Note: Each paid user added to EOS One may increase your user count and monthly subscription cost. When inviting new paid users with an active subscription, a prorated amount may be charged to your card within an hour.
Resend an invitation
If a user has not received or accepted their invitation email, you can resend the invite.
Click your profile picture or initials in the upper-right corner of EOS One.
Select Settings.
Under Company, click People.
Locate the user whose invitation needs to be resent.
Click on the three dots on the right-hand side, inline with their name
Select Resend Email Invite.
The invitation email will be sent again to the user.
Visit the EOS Learning Center
If you are just starting your EOS Journey, the Learning Center is a helpful place to learn more about EOS concepts and principles.
The Learning Center includes short videos that explain core EOS concepts. These are useful when you are beginning your EOS Journey or need a quick refresher.
From anywhere in EOS One, click Learn in the top-right corner of your screen.
Click The EOS Toolbox™.
Select a video to learn more about the tools in the EOS Toolbox.
Q&A
Can I join an existing organization by going directly to eosone.com?
No. To join an existing organization, you must use the Accept Invitation link in the invite email. The invitation link connects your account to the correct organization.
Where do I invite users now?
Invite users from Settings > Company > People. Click your profile picture or initials in the upper-right corner, select Settings, then click People under Company.
What happened to the License page?
The user invitation area is now managed from People under Company in Settings. Update references to Manage Org > License to Company > People.
Do I need a meeting before I can add Rocks, Measurables, or Issues?
Yes. Rocks, Measurables, and Issues are added within meetings. Create a meeting or ask to be added to an existing meeting first.
Can I invite teammates during organization setup?
Yes. During setup, you can invite leadership team members from the EOS One works better with your team screen. You can also click I’ll do this later and invite users later from Settings > Company > People.
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