First login and company setup

The company owner registers a workspace; colleagues normally join it through invitations from Users. An invitation joins an existing company, so do not register a second company merely to accept a job on the team. Public registration may be disabled by the platform operator.

Use the company address or workspace identifier supplied by your administrator. If email verification is requested, finish it from the verification message. If you already have an account, use Login; Forgot password starts a reset for that account. An expired invitation or portal link needs a replacement from its administrator.

1. 01

   Owner: register once

   Enter company and owner details, choose the workspace identifier and password, and review the terms presented by the form. Save the workspace address for the team.

2. 02

   Team member: accept the invitation

   Open the invitation sent to your email and set your password. Your assigned roles determine access; accepting an invitation does not make you an administrator.

The welcome flow covers your company profile, inviting colleagues, choosing sample data or a clean workspace, and creating a first project. The dashboard checklist helps you continue setup: create a project, add supplies, invite the team, record a cost and view a report. You can return to unfinished setup work.

Sample records help you explore linked workflows, but they count towards plan usage. Review them before entering live work and do not treat their prices, attendance or totals as your company accounts. Trial and sample-retention policies are configurable; Billing shows the current dates and limits.

1. 01

   Check company and regional Settings

   Confirm name, contact details, timezone, date format and currency. Currency formatting is not an exchange-rate conversion. See Settings.

2. 02

   Choose operating rules

   Decide whether payments require approval, whether inspection and closeout checks should block completion, and whether approved DPR usage should post to stock.

3. 03

   Start with linked records

   Add your first project and stages, then the materials, vendors and people needed for it. Follow the rollout guide.

Each person should use their own account so Activity can identify who acted. In Settings → Security, you can change your password and set up two-factor authentication with an authenticator app. Save the recovery codes securely when they are shown; each is for recovery, not for sharing with another worker.

An inactivity timeout can return you to Login. Save a long form before leaving the device, and confirm the record exists after any interrupted submission. If two-factor login is enabled, the password step is followed by a code or recovery-code step. See account and security for the full procedure.