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Organization Setup

Set Swarmia up for your organization and get ready for team onboarding

Data-Driven Superpowers for Your Team

Swarmia is a tool for teams. By integrating with your issue tracker and version control, we reveal hidden patterns about your focus and workflow to help you work better together. This guide helps you install Swarmia to your GitHub organization and connect your Slack workspace in preparation for team setup.

 

Install Swarmia to GitHub

To install the app, find Swarmia in the GitHub Marketplace. Click Install, review the necessary authorizations, and click Install & Authorize. You will then be taken to the onboarding wizard. Give a name for your organization and click Next.

💁‍♀️ Review your GitHub teams. Swarmia uses GitHub to manage access to the app. Ensure that your GitHub teams reflect your actual organization and that all your intended Swarmia users have a GitHub account and belong to your GitHub organization. In case you do not have any teams in GitHub yet, to improve Swarmia usability we suggest creating at least one team for your organization in GitHub.

⚠️ Note: All users in your organization can read the metadata (such as Pull Request names) for all integrated repositories in Swarmia. Use caution if working with sensitive repositories.

⚠️ Note: Swarmia collects file names and sizes of commits from the source code. We do not store your source code! More information is available on the Data Security page.

Connect your issue tracker

Follow these step-by-step instructions to connect Swarmia to Jira and set up the integration.

Teams can configure their own issue mapping details, but the issue workflow mapping applies to the whole organization. Then, follow the step-by-step instructions in this article to map the Jira workflow.

Connect your Slack workspace

In the onboarding wizard, or in Slack settings in Swarmia, click Integrate Slack. Sign in to your Slack workspace, review the permissions, select a default channel for Swarmia (at the moment we don't post anything there), and click Allow. Find out info about how we use Slack here.

Review and merge contributors

To ensure data quality, the Contributors list in your organization shouldn't include duplicate identities. In Contributor settings in Swarmia, review the automatically generated merge suggestions and click Merge. We don't always catch every duplicate, so it's a good idea to go through the list of Contributors and merge possible remaining duplicate identities by selecting their checkboxes and clicking Merge.

We are here for you

Our team is ready to help you throughout the installation and onboarding. If you have any questions or feedback, don't hesitate to get in touch through chat or e-mail at hello@swarmia.com.