> ## 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.
</Note>

# 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.

<Steps>
  <Step title="Sign up with your work email">
    We pull the email domain and match you to an existing org (or create a new one).
  </Step>

  <Step title="Name the org">
    The first user from a domain becomes admin. Set the org display name under **Settings > Account**.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.
</Tip>

### 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

<Steps>
  <Step title="Open the dashboard">
    Head to your main dashboard.
  </Step>

  <Step title="Hit Add Product">
    Drop the product URL and display name. Products are visible to all team members.
  </Step>

  <Step title="Score the product">
    Run an initial score to set a baseline. The portfolio view populates from this data.
  </Step>
</Steps>

## 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

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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."
  </Accordion>
</AccordionGroup>

<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.
</Warning>

## What's next

<CardGroup cols={2}>
  <Card title="Track your portfolio" icon="chart-mixed" href="/knowledge-base/leader-portfolio">
    Read cross-product analytics and suite intelligence.
  </Card>

  <Card title="Benchmark against peers" icon="scale-balanced" href="/knowledge-base/leader-benchmarks">
    Compare scores to peers at your stage and size.
  </Card>

  <Card title="Connect adapters" icon="plug" href="/knowledge-base/integrations">
    Tighten scoring accuracy with operational ground truth.
  </Card>

  <Card title="Plans and billing" icon="credit-card" href="/knowledge-base/plans-billing">
    Compare plans and manage team subscriptions.
  </Card>
</CardGroup>