Getting started with Scoutzy

Create a focused project, choose modules, and give the right people access without rebuilding your setup later.

7 min readUpdated 8 September 2026

In short

Start with one real activity, enable only the modules it needs, then choose either direct project access or a Team. Assign roles before adding operational data.

On this page

Before you create anything

Decide what the project should accomplish and who is responsible for it. A project works best when it represents a concrete programme, camp, unit, equipment store, or season.

  • Use a name people will recognise in the workspace.
  • Identify the Owner who will control access and deletion.
  • List the smallest set of modules needed on day one.

Create your first project

From the workspace, choose New project, enter its name, select modules, and accept the data-processing agreement if you are authorised to do so.

Step by step

  1. 1Open your workspace and choose New project.
  2. 2Name the project after its real purpose.
  3. 3Select Attendees, Attendance, Inventory, or a valid combination.
  4. 4Review the data-processing agreement and create the project.
  5. 5Open Project settings and confirm the module list.

Choose an access model

A project uses one membership model at a time. Direct access suits a unique roster. A Team suits people who repeatedly work across several projects.

  • Direct: invite users in Project settings and assign access one person at a time.
  • Team: maintain one Team roster and assign project roles and modules centrally.
  • Do not duplicate the same people through both models; Scoutzy intentionally prevents that ambiguity.

A reliable launch sequence

Configure governance before entering sensitive or operational data. This prevents accidental overexposure and makes ownership clear.

Step by step

  1. 1Assign Admin, Editor, and Viewer roles.
  2. 2Restrict Editors and Viewers to the modules they actually use.
  3. 3Create event types before building an attendance calendar.
  4. 4Add attendees or inventory items.
  5. 5Run one test workflow and review the result together.

Put this into practice

Use this browser-only checklist during your next review.

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Common questions

Can I change the setup later?

Yes. Names, modules, roles, and module scopes can change. Moving a direct project to a Team requires removing non-owner direct members and pending invitations first.

Do attendees need Scoutzy accounts?

No. Attendees are operational records. Project members are authenticated users who manage the project.

Continue learning

Projects: structure, settings, and lifecycleUse Projects as focused workspaces, keep ownership clear, and handle seasonal transitions safely.Project modules and dependenciesChoose useful module combinations and understand exactly what enable, retain, disable, and delete mean.Roles, module scope, and least-privilege accessAssign responsibility without creating dozens of roles, and keep each person inside the modules they need.