# How do I get started with Ergothiki?

> The start guide on Home: the four essential steps that set the office up, and the optional ones you look at when you choose.

Last updated: 2026-10-14

A new office sees the start guide on **Home**: a list of steps, each with a button that opens the right page and, where there is one, a **How?** link to its article. It is shown to the owner and to whoever changes the office's settings — in your office:

| Permission | Office Owner | Office administrator | Project manager | Technical staff | Secretariat | Accounting | Website manager |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Change the office settings | ✓yes | ✓yes | —no | —no | —no | —no | —no |

### Which steps are essential?

Without these the office is not set up. They are marked «Done» only when they really are done.

| Step | Done when |
| --- | --- |
| Office details & register | The office has a name, an address, a tax number and, where one is asked for, a registration number |
| Services | At least one service is switched on in the office's catalogue |
| First project | The first project exists |
| First offer | The first offer exists |

### Which steps are optional?

Logo, Team, Time & labour cost, ErgoWeb, Office email, Two-step verification. An office may never need some of these: whoever sees the guide presses **Checked**, and the list notes who checked it and when; one press undoes it. Team and ErgoWeb only appear when their feature is switched on for the office.

### What happens once they are done?

Once the essentials are done, the guide folds into one line on the Home page; it does not leave by itself, even when the optional steps are done too, so you can find it again. The owner hides it: **Show** → **Hide**. The guide comes back from **Settings → Office → Office details**.

A good order for the first day: the office's details and logo, the services you offer, a first project, a first offer, and then inviting the team and setting their roles.