Owner: first day
What an owner sets up on day one - organization, locations, team, roles, and billing.
Last updated 2026-07-11
Owner: first day
As the owner you hold the widest access. Your first day is about laying the foundation the rest of the team builds on.
What to do
- Confirm the organization. Check the profile and subdomain at
/settings. The subdomain is fixed after creation. - Set up locations. Create your sites at
/locations/sitesand houses at/locations/houses. Everything operational hangs off a house. - Invite the team and assign roles. Add people at
/settings/members. Give each person the narrowest role for their job - workers for daily recording, managers for oversight, finance and billing roles for the money side. - Review billing. Check your plan and subscription at
/billing. Some features are plan-gated, so confirm your plan matches what the team needs. - Add a first flock or egg set. At
/lots/new, choose Place a Lot, enter one day of figures, and record one sale and one expense under/finance.
Watch out
Roles are the main safety control. Prefer the narrowest role that works, and widen only when someone is blocked. Sensitive actions are audited under /audit, so changes are always traceable.