There is much more to the system, but after logging in for the first time, there are some basic steps to get you started.

It is essential to start by filling up the basic company information in the portal. This information will be visible to both your employees and clients. You can also customise the company logo. This is for the basics, however, there is more to the company setup that will be covered in other articles.

This means adding your employees with relevant details and information. You can also give access to the portal to a staff member.

Similar to adding staff members, you can add clients into the system, and add sites, contact persons, and other information. Clients can also be given access to the portal.

These are basic things to get you started. There is more to the portal, but we recommend you start with them first.

We have written articles to help you understand these steps:

Step 1: Company Profile Setup

Step 2: Adding staff members and subcontractors

Step 3: Adding Clients