Business setup
Business setup guide
Configure locations, roles, scheduling, tasks, inventory, and team access.
Start with locations
Create each operating location with its timezone, address, and relevant time-clock rules before inviting the team.
Define access
Protect the Primary Account Admin, add Account Admins only when necessary, then assign Location Managers, Shift Leads, and Team Members only where they work.
Publish workflows deliberately
Build scheduling, training, task, and inventory templates before assigning them. Test each workflow with a small group, then expand it to the full team.