Set up your company profile and team
Do this first. Your company details and team setup feed into invoices, accounting, payroll, and scheduling across the whole platform.
Where to find it
Everything here lives under Settings. Work through it top to bottom.
1. Company profile
Open Settings → Organization. Set the values the rest of the platform inherits — defaults are US-based, so review every field:
- Timezone, currency, and date format
- Company address, email, phone, website, and logo
- Invoice footer and other defaults
2. Branding
Open Settings → Branding to upload your logo and set theme colors (sidebar, buttons, login, email). Optional, but quick.
3. Roles
Open Settings → Roles. Standard roles already exist (Admin, Manager, Team Member, Employee, Technician, Dispatcher, and more). Only create a custom role if the defaults don’t fit. Roles control what each person can see and do per module, including sensitive HR data such as salary. Set roles up before inviting your team, so the right role exists to assign.
4. Departments
Open Settings → Departments. A few departments (Support, Billing, Sales) come ready for email routing. Add your real departments here.
5. Invite your team
Open Settings → Users. Add your people and assign each a role. New users receive an invite and stay pending until they accept. Your plan includes a set number of user seats — you’ll be notified if you reach the limit.
6. Security (recommended)
Open Settings → Security and Two-Factor to enable two-factor authentication and review login and session protection.