Section 1.3: Organization Setup & Custom Forms

For teams, agencies, and production studios, ABRAM Network provides robust organization profiles, logistics controls, corporate Single Sign-On (SSO) configuration, and custom project intake forms.

1. Creating a Post-Onboarding Organization

If you originally signed up as an Independent user, you can create a company or production organization at any time to unlock collaborative team management:

1. Navigate to your Settings page.
2. Click the Workspace tab and choose Upgrade to Company.
3. Fill out the creation form:
   • Organization Name: Your legal entity or studio name.
   • Organization Type: (Producers only) Choose from Enterprise, Agency, Studio, or Other.
   • Location: Primary headquarters or operations city.
   • Website: URL for producer reviews.
   • About/Bio: General description of your studio's focus.
   • Timezone: Primary operating timezone.
4. Click Create Organization (or Create Company). This automatically updates your user identity context to act on behalf of your new organization.

2. Organization Settings

Once your organization is created, workspace administrators can access the Settings page, which contains the following management tabs:

Locations

Manage your physical office locations, studios, or storage facilities.

• Add new locations (e.g., "Gear Locker A", "Main Studio Stage 2").
• Edit or delete existing locations. These locations are used to track where production equipment, cameras, and resources are stored.

Logistics & Operations Settings

Configure automated buffers and rules for your crew and inventory:

• Transit Buffer Days: Number of buffer days automatically added before and after bookings to allow for shipping or prep.
• Default Transit Method: Shipping, Pickup, Dropoff, or Courier.
• Enforce Return Inspections: If enabled, equipment must be flagged as inspected upon return before it can be assigned to a new project.
• Needs Repair Lockout: Automatically lock damaged equipment out of project schedules until cleared by maintenance.
• Point of Contact (POC) Mappings: Assign default point-of-contact roles for specific equipment categories.

Single Sign-On (SSO) & SCIM Directory Sync

Enterprise workspaces can configure enterprise authentication and user provisioning:

1. Click Generate Portal Link for SSO or Directory Sync (SCIM).
2. A secure, self-service SSO Setup Portal link will open in a new tab.
3. Configure your corporate identity provider (SAML, OIDC, Active Directory, Okta, etc.) directly in the portal.
4. Changes automatically sync back to ABRAM.

3. Custom Project Request Intake Forms

To streamline how your producers, external partners, or internal departments request new production projects, you can design and publish a custom project request intake form. When producers submit a request, it lands in your inbox and can be approved to instantly auto-generate and scope active projects using the platform's AI engine.

[!NOTE] For a comprehensive guide on designing, sharing, and reviewing intake forms, see Section 2.3: Custom Intake Forms.

Accessing the Form Builder

1. Navigate to your Organization settings and select the Intake Form Builder tab.
2. The builder interface provides a visual, real-time preview of your form alongside configuration controls.

Form Field Configurations

• Standard Fields: Toggle baseline project fields on or off, and select whether they are required:
  • Description / Scope of Work (Project details)
  • Estimated Budget (Financial target)
  • Target Start & End Dates (Project duration)
  • Target Start & End Times (Shoot schedules)
  • Attachment / Project Brief (Secure file upload for producer briefs)
• Custom Fields: Build your own custom questions by clicking Add Custom Field. You can choose between four available field types:
  • Text: For short, single-line answers (e.g., specific billing references or point-of-contact names).
  • Number: For numerical inputs (e.g., expected attendee counts or estimated shoot hours).
  • Paragraph: For detailed, multi-line answers (e.g., creative style preferences or background context).
  • Dropdown: For restricting inputs to pre-configured options (e.g., selecting from a list of project formats).

Domain Gating & Intake Access Controls

• Active Status: Toggle the form online or offline. If offline, the public link will display a custom inactive message.
• Domain Restrictions: Prevent spam and unauthorized submissions by restricting forms to specific email domains (e.g., entering producercompany.com or partnerstudio.org). Requesters using other email domains will be blocked from submitting and prompted to use their corporate email.

Field Mapping to Project Requirements

Custom fields can be mapped directly to core project variables. The platform's AI engine reads these mappings to automatically scope the project and coordinate resources:

• Required Skills: Map answers to automatically populate crew skill and role requirements (e.g., Director of Photography, Video Editor), which the AI engine uses to match qualified talent in your network.
• Required Gear/Equipment: Map answers to automatically populate equipment lists, triggering inventory checks and reservations.
• Additional Mapping Targets: On-site Locations, Creative Styles, Description Only, or custom text (saved in project notes).

Inbox & Approval Process

• Request Inbox: All submissions arrive in the central Project Request Inbox under your organization settings. Administrators can search, filter, and inspect producer briefs and uploaded attachments.
• Approve & Convert: Clicking Approve & Convert starts the automated setup process:
  1. Instantly generates an active project in the Planning stage.
  2. Prompts you to assign a Project Owner from your team roster.
  3. Formats custom question-and-answer data and appends it to the project description.
  4. Automatically populates mapped requirements (Skills, Equipment, Software) for the AI engine to begin talent and gear matching.
  5. Relocates uploaded files to the project documents folder, where the AI Brief Analyzer saves the brief for search and chatbot reference.
  6. Automatically notifies the producer requester via email that their request has been approved.