All features

Get Started & Organisation Setup

Create your organisation, pick your subdomain, and follow a simple checklist to go live in minutes.

Overview

Getting started takes minutes: create your organisation, choose your subdomain, and follow a guided checklist that takes you through the first steps.

Defaults are provisioned for you, including default roles, so you can invite your team straight away. New optional features start switched off, so you turn on only what you need.

How it works - step by step

  1. 1Sign up and create your organisation.
  2. 2Choose your subdomain and upload your logo.
  3. 3Invite your first team members.
  4. 4Set up branches, departments, and policies.
  5. 5Switch on the optional features you want.
  6. 6Complete the checklist and go live.

Key capabilities

  • Create an organisation and choose a subdomain.
  • A step-by-step “Get Started” checklist.
  • Default roles provisioned automatically.
  • Organisation settings and optional features you switch on when needed.
  • Branding with your logo and colours.
  • Add additional organisations from one account where needed.

Benefits

  • Live in minutes, not months.
  • No installation or servers.
  • Only the features you choose.
  • A clear checklist so nothing is missed.

Who gets what

  • Owners and admins: a guided path from sign-up to live.
  • HR: a ready-made starting structure.
  • Employees: a branded portal on day one.

What it replaces

  • Long implementation projects.
  • Custom set-up work.
  • Guessing what to configure first.

Common questions

Do I need technical skills to set up?

No. Setup is guided and done from your browser.

Are optional features on from the start?

No. New optional features are off by default and enabled by an administrator when you need them.

See Get Started & Organisation Setup in action

Do the checklist in order - each step makes the next one simpler.

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