2. Prepare your organisation

Prepare your organisation

Configure the organisation first, then set up people. Follow the order below.

Last updated: October 2026

Before you start

Who can do this	Owners and administrators
Time	About 1 to 2 hours
You need	An organisation and an owner or administrator account
Where	The Administration area in the sidebar

Use a desktop or laptop. Setup pages are easier with the full sidebar visible.

1. Configure the organisation

Open Administration → Organisation Settings. Set organisation-wide choices before you invite people — work management mode is hard to change later.

Organisation settings

Details, formats, branding, notifications, and work management mode.

Billing

Plan, invoices, and billing details — Owner role only. Check the plan before SSO.

Set up single sign-on

Connect your identity provider (Professional plan) before inviting the wider team.

2. Set up people and access

Do these in order. A user cannot be assigned to a site or group that does not exist yet.

Roles and permissions

Control what each person can see and do.

Sites

Locations where assets, inspections, and users belong.

Groups

Teams for access and assignment.

Manage your users

Invite people and assign role, groups, and sites.

Before you continue

Check these before you start the inspection loop:

Organisation name, formats, and time zone look right on Organisation settings → General.
Every real location where work happens exists as a site.
An invited user (not only the person who set things up) can sign in with the role and site access you expect.
If you use SSO, that person can sign in through your identity provider.