> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dacard.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up team scoring

> Configure your org, onboard members, and run a collaborative scoring practice.

> [!NOTE]
>
> Orgs are auto-created from your email domain. Onboard members, assign roles, add products, and start scoring as a team. Lead role and above unlocks portfolio analytics.

# Set up team scoring

As a leader, you want your org set up for collaborative scoring so your team can score together, track trajectory, and hold a consistent evaluation standard.

## How orgs work

Orgs are provisioned automatically by email domain. When anyone on your team signs up with a company email, they join the same org.

**1. Sign up with your work email**

We pull the email domain and match you to an existing org (or create a new one).

**2. Name the org**

The first user from a domain becomes admin. Set the org display name under **Settings > Account**.

**3. Share the sign-up link**

Tell team members to sign up at [app.dacard.ai/sign-up](https://app.dacard.ai/sign-up) with their work email. They join your org automatically.

## Configure roles

Roles control what each team member can see and do. Assign roles from **Settings > Members**.

| Role | Score | Create products | Manage members | Billing | Suite analytics |
| - | - | - | - | - | - |
| **Member** | Yes | No | No | No | No |
| **Lead** | Yes | Yes | No | No | Yes |
| **Executive** | Yes | Yes | No | Yes | Yes |
| **Admin** | Yes | Yes | Yes | Yes | Yes |

> [!TIP]
>
> Roles follow a hierarchy. You can't assign a role higher than your own or modify users who outrank you. Promote senior PMs and engineering leads to Lead so they unlock portfolio analytics.

### Recommended role assignment

| Team member | Suggested role | Why |
| - | - | - |
| VP Product / Director | Executive or Admin | Needs billing access and full portfolio visibility |
| Senior PM / Tech Lead | Lead | Needs to create products and read suite analytics |
| PM / Designer / Engineer | Member | Can score products and read individual reports |
| Finance / Operations | Executive | Needs billing without member management |

## Add products to your portfolio

**1. Open the dashboard**

Head to your main dashboard.

**2. Hit Add Product**

Drop the product URL and display name. Products are visible to all team members.

**3. Score the product**

Run an initial score to set a baseline. The portfolio view populates from this data.

## Establish a scoring cadence

Consistent scoring matters more than frequent scoring. A cadence we recommend:

| Cadence | When to use | What it captures |
| - | - | - |
| **Monthly** | Standard rhythm | Steady-state trajectory |
| **Before/after milestones** | Major releases, reorgs, new tool adoption | Impact measurement for specific initiatives |
| **Quarterly deep dive** | Strategic planning cycles | Cross-product comparison for resource allocation |

## Composite team scores

When your team scores multiple products, we compute composite analytics.

* **Portfolio average:** mean score across all products. Track it as your top-level read.
* **Dimension heatmap:** all 27 dimensions across all products.
* **Systemic patterns:** dimensions consistently strong or weak across your org.
* **Score deltas:** the move per product between scoring runs.

## Practice

> **Use adapters for accuracy**
>
> Connected tools (GitHub, Linear, Slack) provide operational ground truth. Scores based on URL crawl plus adapter signal land materially closer to truth than URL-only scores.

> **Score competitors too**
>
> Drop competitor URLs to benchmark against the market. Competitor scores run on public signal only (no adapter data), so comparison is fair.

> **Review scores as a team**
>
> Share suite analytics in product reviews. Discuss patterns, not just individual scores. "Our whole org is weak on feedback loop quality" is a more actionable read than "Product X scored 48."

> [!WARNING]
>
> Each URL score costs 10 credits. Monitor your usage under **Settings > Usage** and consider the Pro plan if you're scoring more than 20 products per month.

## What's next

> **[Track your portfolio](https://docs.dacard.ai/knowledge-base/leader-portfolio.md)**
>
> Read cross-product analytics and suite intelligence.

> **[Benchmark against peers](https://docs.dacard.ai/knowledge-base/leader-benchmarks.md)**
>
> Compare scores to peers at your stage and size.

> **[Connect adapters](https://docs.dacard.ai/knowledge-base/integrations.md)**
>
> Tighten scoring accuracy with operational ground truth.

> **[Plans and billing](https://docs.dacard.ai/knowledge-base/plans-billing.md)**
>
> Compare plans and manage team subscriptions.


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