Summary
- Company setup controls the organizational foundation for the portal.
- This should normally be handled by an Admin or platform owner before users start producing controlled reports.
What you can do
- Verify company details.
- Manage high-level administrative settings.
- Prepare users, roles and access.
- Enable or disable modules included in the subscription.
Recommended setup order
- Verify company information.
- Create or confirm at least one Admin user.
- Invite Superusers and Creators.
- Confirm which modules are included in the subscription.
- Enable the modules the company intends to use.
- Create initial customers, projects and work orders.
Entitlement versus activation
A subscription determines which modules the company is allowed to use. The company Admin may then activate or deactivate included modules based on how the company wants to work.
This separation helps avoid giving users access to functions that are not included, while still allowing the company to control which included functions are actually used.