Your setup checklist

After you activate your account, your workspace opens on a short checklist. This is what each item does, and which ones can wait.

The four items

1. Add your company logo. It goes on your invitations and your PDF reports. Set up opens Settings: tap Upload logo and pick a PNG, JPEG or SVG file.
2. Invite your team. The one that matters most: nobody can do a daily check until they have been invited.
3. Set up your safety checks. Choose the questions your crew answers each day. If you change nothing, everyone gets six a day from the standard set, so this one can wait.
4. Turn on attendance. Optional. It adds a daily roll call, so you can account for everyone on site. In Settings, tap the switch.

Each item ticks off when it is done, and the bar at the top fills as you go. Do them in any order.

After the checklist

Tap Go to my dashboard when you are ready. The checklist only shows once, but everything on it stays in the menu: your logo and attendance under Settings, and your team under People.