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Choosing your role at signup

Right after signing in, some people see one question: “I manage a team” or “I’m a team member”. Sunny Workplace® asks it only when it recognizes your company from your work email domain but doesn’t yet know your role. Pick the option that matches how you’ll use Sunny: the choice sets your setup path, and your organization is already matched either way.

When you see this question

You see the role question only when all of these are true:

  • Your company is an enterprise organization that Sunny recognizes from your email domain.
  • Your organization hasn’t connected an HR system to Sunny.
  • An org admin didn’t add you before you signed up.
  • You didn’t sign up through an invite link.

If Sunny already knows your role from any of those, it skips the question. Details: “Joining the right organization.”

What “I manage a team” does

You go into manager setup: a short intro to how Sunny works, naming your team, the Energy Profile assessment, and connecting Slack or Teams. You’re creating your own team inside your company’s organization, and no one has to approve you. Details: “Quick start for managers.”

What “I’m a team member” does

Sunny asks for your manager’s work email, then sends them an approval request.

  • The email must match someone at your organization. If it doesn’t, the screen shows an error and you can’t continue.
  • On a match, your manager gets the request by email and in the web app, and you move on while they review it.
  • You can complete the Social Battery assessment right away. Check-ins and other features stay locked, with a “Pending approval” banner on your home page, until your manager approves you.

Details: “Quick start for employees.”

If you picked the wrong role

  • You chose “I’m a team member” but you manage a team: ask your org admin to send you a manager invite. Sign in through that link and Sunny upgrades your account; the remaining manager setup steps appear on your home page, and you don’t repeat what you’ve already completed.
  • You chose “I manage a team” but you’re a team member: contact Sunny support and ask to be moved onto your manager’s team. Details: “Contacting Sunny support.”

Related articles: Joining the right organization · Quick start for managers · Quick start for employees