Office Owner onboarding

When you first sign up as an Office Owner, you go through a short guided wizard. The steps run in order, but anything you enter here can be edited later from the admin pages.

1. Office details#

The basics about your firm: name, NIF, head-office address, city, phone, and contact email. This is the company record that every project, client, and employee on your account belongs to.

2. Your profile#

Your own profile — full name, role/position, address, NIF. This is kept separate from the office record so your contributions are tracked individually (for example, which employee created a stage-log entry).

3. Locations#

Add each branch of your firm. A location has a name, address, and zip code. Every project needs to be assigned to a location, so add at least one. If you have multiple offices, you can come back later to add the rest.

4. Invite employees#

You can optionally invite employees from inside the wizard. For each invite, you enter an email and the system generates a 6-character link code, valid for 7 days. Share the code with the employee, and they'll redeem it on their first login.

After the wizard#

Once you finish, you land on the home dashboard. There you'll see KPI cards (project count, overdue projects, upcoming events, team workload), recent activity, your project pipeline, and any account-level alerts.

Your trial starts on this day. From here you can configure project types, add clients, and create your first project right away — no payment method needed to start.

Recap#

1. 1. Office details

   The basics about your firm: name, NIF, head-office address, city, phone, and contact email. This is the company record that every project, client, and employee on your account belongs to.

2. 2. Your profile

   Your own profile — full name, role/position, address, NIF. This is kept separate from the office record so your contributions are tracked individually (for example, which employee created a stage-log entry).

3. 3. Locations

   Add each branch of your firm. A location has a name, address, and zip code. Every project needs to be assigned to a location, so add at least one. If you have multiple offices, you can come back later to add the rest.

4. 4. Invite employees

   You can optionally invite employees from inside the wizard. For each invite, you enter an email and the system generates a 6-character link code, valid for 7 days. Share the code with the employee, and they'll redeem it on their first login.