Setting Up Your Organisation
First steps as the Admin after sign-up
The recommended setup order: office, users, settings, and plan selection.
3 min read
Once your workspace is created, completing the following steps in order ensures your team has a smooth first week.
- 1Create at least one office: go to Admin → Org & Offices and add an office with a name, a deadline day/time, and a timezone. Every staff member must belong to an office.
- 2Invite staff: go to Admin → Users and create accounts for your team members. Each account requires a name, email, position, and office assignment.
- 3Assign a Head of Office (optional): on each office record, designate a Head of Office who receives submission notifications for the whole office.
- 4Review submission settings: Admin → Settings → Submission Rules lets you configure the edit window duration, back-dated submissions, and whether CEOs can view individual reports.
- 5Configure notification settings: Admin → Settings → Notifications controls which automated emails the platform sends and the default reminder cadence.
- 6Choose a plan: visit Admin → Billing to select a paid plan before your trial ends.
Designating roles
After creating users you can assign elevated designations from Admin → Roles. Available designations are ADMIN, CHIEF_OF_STAFF, and CEO. Manager access comes from the reporting relationships you set on each user record, not from a designation.
New user accounts require a password set by the Admin. On first login, users are forced to change that password before they can access anything else. Ensure you communicate the temporary password securely.
Was this article helpful?