Creating Your Account
Sign up as an owner and create your organization. Team members do not sign up — they are invited.
Choosing Your Plan
Pick a plan and seat count the first time you sign in.
Finding Your Way Around
A tour of the admin dashboard and what each item in the sidebar does.
Creating Departments and Roles
Set up your organization's structure before inviting people into it.
Inviting Your Team
Add people to your organization and give them the right level of access.
Seeing Your Reporting Structure
View how your roles connect, and who reports to whom.
Managing Roles & Team Members
Promote staff, reassign departments, or deactivate members when they leave.
Setting Task and Goal Templates
Define the work a role is responsible for, once, and it appears for everyone in that role.
Goals & Performance Targets
For Enterprise plans: create and assign departmental goals, OKRs, and performance metrics.
Company Settings
Your company details, business hours, pay configuration and WhatsApp notifications.
Business Hours & Late Rules
Set your organization's work schedule, shift hours, and late arrival grace windows.
Pay Configuration & Lateness
Decide who sees their pay, how performance moves it, and whether lateness costs anything.
WhatsApp for Your Team
Turn on WhatsApp so your team can clock in, see their tasks and submit work by text.
Billing and Seats
Check your plan, see how many seats you are using, and review past payments.
Starting Another Company
Open another company with the same sign-in.
Handing Over Ownership
Make one of your managers the owner of the company.