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Your Onboarding Launch Checklist

Your essential settings and preferences to set up before beginning your onboarding

Updated over 2 weeks ago

Welcome to Monograph! This checklist will guide you through the key settings and app preferences to set up before you begin building out projects and starting your onboarding journey. Completing this checklist ensures you are fully prepared for your first onboarding session, Building Projects.

If you have any questions while working through these items, please reach out to us for additional support.

Important! This checklist must be completed before registering for your first onboarding session. Once finished, you’ll be ready to register here for the Building Projects session and continue with your progress.


☑️ Settings

You can access your settings by selecting the ⚙️ icon next to your initials in the bottom-left corner of the screen. Then complete the information for each section as outlined below:

Organization

  • Complete your company information, including company name, address, and regional preferences

  • Set client email settings to manage the sender name and reply-to email address for payment and invoice emails sent to clients

  • Configure overhead costs by setting an overhead multiplier for your operating income

  • Define working hours per year to establish the average hours per employee for accurate cost calculations

  • Enable time off to manage employee availability

  • Set your utilization rate and realization rate to track performance against firm-wide targets

Activating Your Account!

Account activation is required to unlock invoicing, collect payments, and more. To activate, you’ll need to enable e-payments by connecting your Monograph account to Stripe.

Based on your subscription terms, this step must be completed within the first 14 days of your subscription.

Activation only takes a few moments and can be completed by following the step-by-step instructions below. Simply expand the “How to Activate Your Monograph Account” section for details. You can also watch a special walkthrough of the process hosted by our Chief Product Officer, Ashish Desai.

How to Activate Your Monograph Account


1. Connect Stripe to Monograph

  • Go to Settings > Organization > Online Payments and click Connect next to Stripe.

  • If you have an existing Stripe account, you’ll need to create a new Stripe account through Monograph (separate from any existing one).

  • Enter your mobile number and email address (preferably the one used for Monograph).

  • Enter the verification code sent to your phone (click Resend code if needed).


2. Complete Identity & Business Verification
Provide the required details based on your business type:

  • Personal Details: Legal name, email, DOB, home address, phone number, Last 4 Digits of Social Security Number*

  • Business Details: Industry (choose "Consulting" or "Other Business"), website, and bank account details.

  • Proof of Identity: If prompted, upload a valid ID (photo capture or file upload).

*️⃣ The standard connection process only requires the last 4 digits of the Social Security Number. However, in some cases, additional verification may be needed, and you may be prompted to provide the full Social Security Number.


3. Finalize Stripe Setup

  • Review details for accuracy and click Next.

  • If required, upload missing documents.

  • Stripe will verify your information; once successful, you’ll receive a confirmation message.

  • Stripe will show as Connected with an option to View Dashboard.


4. Configure Payment Settings in Monograph
Navigate to Settings > Organization and update:

  • Company Info – Business name, currency, and logo.

  • Company Address – Ensure correct address details.

  • Client Email Settings – Set sender name and reply-to email.

  • Regional Preferences – Adjust timezone, locale, and currency.


Guided Video Walkthrough

App Defaults

  • Update your Time Tracking settings

  • Create custom Categories and Phases for your Projects and review default entries

  • Review and edit which activities will appear on timesheets

  • Customize your Consultant types and applicable markup

  • Update your Invoice + Expenses settings

  • If Applicable, set up your tax rates or pull them over from Quickbooks Online

Permissions


Quickbooks



☑️ Contacts

Contacts houses information for your clients and consultants. This information will impact your continued use of Monograph, including projects build out and invoicing workflows. You can access Contacts from the main menu on the left side of the screen.

Clients

  • Enter contact information and detail for your clients. If you have setup the Quickbooks Online integration, Monograph will sync your client information directly from Quickbooks Online

Consultants

  • Add contact information and relevant details for all consultants you collaborate with on your projects. If you have setup the Quickbooks Online integration, Monograph will sync your consultants information directly from Quickbooks Online


☑️ Staff

The Directory houses your team information including employee details, compensation, and assigned roles and rates. You can access Staff from the main menu on the left side of the screen, then select Team to complete the following:

Roles & Rates

  • Setup your custom roles and rates that will be used when creating new projects

Directory

  • Add your Team to Monograph before you begin adding projects

  • Include Contact info, such as Email, Name, Title, and Phone Number

  • Upload a Headshot Photo or Avatar for each team member

  • Assign each User's Permission level access

  • Select a default role and rate for each User*

  • Add Compensation information for each team member

  • Set utilization rates for each individual team member

  • Click the "Invite" button on the Team Directory to send an invitation link via email

    *Default Roles is an optional feature you may enable during setup, we suggest not entering this information until discussing this workflow in further detail with your Launch Manager

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