Initial Setup Guide
Prepare a WorkPulse company with the right people, teams, projects, permissions and one tested time session.
Initial Setup Guide
Set up one complete workflow before inviting the wider team. This confirms company selection, permissions, tracking and reporting with a small, reversible test.
1. Confirm the company
Use the account menu to confirm the selected company. Users who belong to multiple companies must select the correct workspace before adding people or changing policy.
2. Add people and roles
Open Users, add the first manager and employee, and assign the smallest role each person needs. Roles control access; team membership alone does not grant administrative permission.
3. Create a team and project
Create a team, add the test users, then create a project for that team. A project needs a name and team; description and budget controls are optional.
4. Check plan features
Open Subscription to review the company's effective feature checklist. Task Management, Payroll, API Access and Session Alerts appear only when the plan or a custom entitlement enables them.
5. Test tracking end to end
- Sign in as the test employee.
- Start a short session against the test project.
- Stop the session normally.
- Open Time Worked and confirm the session, duration and project.
- Open the relevant report as the manager and confirm the same record appears.
When a page is missing, check the selected company first, the plan feature second and the user's permission third.
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