Documentation

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

  1. Confirm the organization. Check the profile and subdomain at /settings. The subdomain is fixed after creation.
  2. Set up locations. Create your sites at /locations/sites and houses at /locations/houses. Everything operational hangs off a house.
  3. 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.
  4. Review billing. Check your plan and subscription at /billing. Some features are plan-gated, so confirm your plan matches what the team needs.
  5. 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.