Quick start for admins

Start here · Admin path

What do you do first, and in what order? Five steps take you from an empty sign-up to the first tracked hours. One more, at the end of the first period, takes you to approved time.

This page only puts them in order. Each step links to the page that explains it in full.

Step	Where	You are done when
1 · Sign up	/signup	You can sign in
2 · Pick a setup pack	The setup wizard, /onboarding/wizard	Step 6 of the wizard is applied
3 · Invite your people	Setup step 5, or Users	Everyone has accepted
4 · Install the desktop app	Desktop app (/download), on every computer	Every seat is reporting
5 · See the first hours	Live, and your dashboard	Real minutes, not zeros

Then, when the first period ends: approve the timesheets, and open the client billing report.

1 · Sign up

Open /signup. The page is titled Create your workspace.

It asks for a workspace name, a short Workspace name, your name, your work email and a password. The line under the short name reads “Used in your URL and on the desktop client sign-in.” Pick one people can type.

It also asks the question that matters most: Workspace work mode. Task-based work or Productivity-only work.

You cannot change the work mode later

Task based gives you projects, tasks and the billing reports. Productivity only hides all three, and no hour in it can be billed. Once the workspace exists, the settings refuse a change with “Tenant work mode cannot be changed after creation.” A workspace in the wrong mode has to be created again.

Read Task based or productivity only before you press Create workspace.

Press Create workspace. A verification email follows. Open its link, then sign in.

2 · Pick a setup pack

Until setup is done, a tenant admin’s dashboard shows a card: Set your workspace up in six steps. Press Start setup. It opens the setup wizard at /onboarding/wizard.

Step 1 asks what kind of company this is. Pick one of the five industry packs, or start blank. A pack fills in the productivity roles, their app lists, the alerts and the retention period that suit that kind of company.

Step 2 asks how work is counted. Give the same answer you gave at sign-up.

Nothing is written until step 6. Then one button writes all of it, and hands you a rollout note for the people who will be tracked. Send it before step 4 below.

See Setting up a workspace and Choosing your industry.

Setup in the sidebar is a different screen

Setup in the sidebar (/onboarding) is the checklist that comes after the wizard. It is titled “Is this workspace set up?”, and every step on it is read from live data. You will use it in step 4.

3 · Invite your people

Step 5 of the wizard invites people as part of setup. After that, invite them on Users (/users) with Invite user.

Each person gets an email, sets a password and signs in. Give each one a role by what they need to see, not by their job title.

An accepted invitation is not a working setup yet. Each person still needs an HR record with a manager, a team, and a productivity role. See Inviting your people.

4 · Everyone installs the desktop app

This is the step that makes data. The web app shows nothing for a person until the desktop app is running on their computer and signed in.

Each person, on their own computer:

1. Opens Desktop app in the sidebar (/download) and downloads the installer for that computer.

2. Runs it. On Windows it installs for that user only, and needs no admin rights.

3. Signs in with the same account they use on the web: email and password, or Microsoft sign-in if your workspace has it switched on.

4. Leaves it running.

If IT is installing it for people

Silent installs, deployment tools, proxies, firewalls: give IT the IT deployment guide.

To see who has not done it, open Setup (/onboarding). Its Install the agents step says how many seats reported today and how many never installed, and links to Devices.

5 · See the first hours

Open Live (/live). A person appears there within about 30 seconds of starting to track. It is text — a name, a state, an app — not a view of anybody’s screen.

Then open your dashboard. See Who needs you today.

Zeros on day two are an install problem

A person with no tracked time on day two almost always has a desktop app that was never signed in. Check Devices before you check anything else.

Give it a week before you judge any number. The first days of a rollout show setup mistakes, not behaviour. See Your first week.

When the first period ends

1. People submit their timesheets. The hours are already in them; nobody types hours.

2. You, or a manager, approve them on Timesheets (/timesheets). It opens on the Submitted tab, which is the queue. See Approving timesheets.

3. Then open Reports → Monthly client billing: what each client owes for the period. Tenant admin and auditor only. See Billing reports.

Approve first, then open billing. In that order.

In a productivity-only workspace

There is no billing report. Timesheets are submitted and approved exactly the same way.

Next: IT deployment guide · What is recorded about you