Getting Set Up in BackOps Documentation

Before you can create events, you need an organization: the workspace that holds your company's events, crew, collaborators, templates and billing. This page walks you through creating one, how licensing works, and creating your first event.

Create your organization

When you first sign in, you land on Home. If you do not belong to an organization yet, Home offers Create organization. If you already belong to one, use the + (New organization) at the bottom of the organization list in the rail on the far left of the app.

Creating an organization is also how you start your BackOps Pro subscription, so the wizard covers your team size and payment as well.

Name your organization

Enter the Organization name and your billing country and ZIP code. A logo and a brand color are optional and can be changed later in Settings.

Choose how many seats you need

Pick the number of people who will plan and run events. Continue to payment, or start a trial instead and buy later.

Pay

Choose Card or Bank account, agree to the charge, and pay. Bank accounts can take a business day or two to verify.

Invite your crew

Enter the email addresses of teammates to invite, or skip this step and invite people later.

You become the organization's admin and take its first seat. A solo operator is simply a one-person organization.

How licensing works

Licenses belong to an organization, and anything you buy applies to the organization you are working in.

BackOps Pro is the core seat, one per person who plans and runs events. A BackOps Pro seat holder can create events and enter any event in the organization. Only a BackOps Pro seat holder can create events.
Event Pass gives working access on the events someone is added to, without a BackOps Pro seat. It suits freelancers and clients.
Org Pass gives access to organization-level pages, such as crew and collaborators, without working access inside events.

People you invite into an event with no pass can still be given permissions on their own collaborator. Each BackOps Pro seat also carries a pooled allowance of AI credits and storage, seeded at 100 AI credits and 100 GB per BackOps Pro seat, and overridable per organization. See Licensing for the full picture.

Billing

Admins manage billing from Settings › Billing. From there you can:

Add a payment method (card or bank account) and edit the billing address.
Change seat counts, with the prorated charge shown before you confirm.
Use Add product to add an Event Pass or Org Pass.
Buy BackOps Pro after a trial, or cancel and resume.

Want to explore BackOps before you buy? Start a trial when you create your organization.

Create your first event

Go to your organization's Events page and click Add event. The wizard has up to four steps:

Basics

Enter the event Name, and choose an Event type if your organization has set them up. Leaving the type empty creates a freeform event with no intake form and no automation.

Intake

Appears only when the event type has an intake form. Answer its questions; required ones must be answered before the event can be created.

Setup

A typed event is built from its type's template. A freeform event can pick a Template or use none. With no template, enter a Default collaborator: the team that represents your organization on the event. It starts with your organization's name, and you can rename it later.

Review

Check what the event will be built with, then click Create event.

A typed event is saved as a draft as soon as you leave Basics, so you can close the wizard and resume it later from the events table.

If Add event is missing, you do not have a BackOps Pro seat in this organization. An admin of an organization with no active plan sees Choose a plan instead, which opens Billing.

Next: Collaborators & Crew

Add the companies and people you are working with.