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Getting started 6 steps ~30 minutes

The office's first day

From the office's details to the team and security — everything you set up once.

  1. 1
    Office details Office Owner Office administrator

    Fill in the name, contact details, address and professional details; they appear on documents and offers.

    The office details hold the name, the public link, the contact details, the base and the defaults, such as the VAT rate.
    Office settings › Office › Office details
    Guide: What goes into the office's details?
  2. 3
    Region and format Office Owner Office administrator

    Check the country, language, currency and time zone.

    Guide: How do I set the office's country, language, currency and formats?
  3. 4
    Service catalogue Office Owner Office administrator

    Switch on the services the office does and add any that are missing.

    Guide: How do I set up the office's service catalogue?
  4. 5
    Inviting the team Office Owner Office administrator

    With + New member, send each person an invitation, with their role.

    The «New member» form sends an invitation by email; you set the name, email, phone, specialty and role, and whether they appear on the office's public page.
    Team › Members & roles › New member
    Guide: How do roles decide who sees and who changes what?
  5. 6
    Security Office Owner Office administrator

    If you wish, make two-step verification required for everyone.

    Guide: How do I switch on two-step verification?
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