Guide
Getting started
The first time you open a new organization, a short setup wizard walks you through the essentials. Here is what it sets up and how to come back to any of it later.
Before you start
- You need the Admin role. The setup wizard is for the person who created the organization.
- It runs automatically the first time you sign in, and you can pick up where you left off if you step away.
The four steps
Org Profile
Add your logo and the basics: organization name, a shorter sidebar name, address, and your Tax ID or VAT number. This is the only required step. Choose your country first so the rest fits your region.
Settings
Pick your everyday formats: time format, number format, the day your week starts on, your currency, and your business hours. Each one saves as you choose it. You can Skip for now and set these later.
Invite Team
Add the people you work with. Enter a name, email, and role for each, use Add another for more, and Send all invites. This step is optional too, so Skip for now if you would rather invite people later.
Ready
A quick summary of what you set up. Click Go to Dashboard to finish and land in your workspace.
Good to know
Nothing here is one-and-done. Everything the wizard sets lives in Settings afterwards: the profile and formats under Organization, and your team under Members & Roles.
Skipping a step is fine. You can finish the wizard with just your profile and fill in the rest from Settings whenever it suits you.
Already past the wizard? It only runs once. After that, head to Settings to change anything it set up.
Ready to see it on your own work?
WorkWiser is in early access. Tell us where to reach you and we will send an invite when it is your turn.