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Getting Started

This guide explains how to set up your organisation and begin using the platform.

The initial setup consists of two steps:

  1. Creating a company
  2. Creating your first site

Platform Structure​

The platform is organised using the following hierarchy:

Account → Company → Site → Location → Checkpoint

Account​

Your top-level identity.

  • Holds billing and user access
  • The first user is assigned super user permissions
  • Can manage multiple companies

Company​

Represents an organisation.

  • Used to group related sites
  • Multiple companies can exist under a single account

Examples:

  • Acme Corporation
  • Manchester Events Ltd

Site​

Represents a physical location within a company.

  • Billing is based on the number of sites
  • Each site operates independently

Examples:

  • Head Office
  • Warehouse
  • Stadium

Note: Creating unnecessary sites will increase subscription costs.

Location​

Subdivisions within a site.

Examples:

  • Bar
  • Entrance
  • Storage Room

Checkpoint​

Specific items or conditions that are monitored or managed.

Examples:

  • Fridge temperature
  • Fire exit status
  • Stock levels

Step 1: Create a Company​

Enter the name of your organisation during onboarding.

Guidance:

  • Use your official or commonly recognised name
  • Avoid placeholder names such as “Test”

The company can be renamed later if required.

Step 2: Create Your First Site​

Add your first physical location.

Required fields:

  • Name
  • Colour (used for identification in the interface)

Recommended naming:

  • Head Office
  • Kilmarnock Stadium

Avoid:

  • Site 1
  • Test Location

Billing​

Billing is calculated per site.

  • 1 site = 1 subscription unit
  • Additional sites increase total cost proportionally

If you are unsure how to structure your setup, start with a single site and expand later.

Next Steps​

After completing onboarding:

  1. Add locations within your site
  2. Create checkpoints to track operational items
  3. Invite team members
  4. Add additional sites if required

Common Mistakes​

Multiple sites for a single location​

A single physical location should be configured as one site.
Use locations within the site to represent internal areas.

Overcomplicating the structure​

A simple structure is sufficient for initial setup. It can be refined over time as usage becomes clearer.

Using placeholder data​

Temporary names reduce clarity when managing sites and locations. Use meaningful names from the start.

Summary​

Your initial structure determines how effectively the platform can be used as your organisation grows.

A clear and simple setup will:

  • Improve usability
  • Reduce administrative overhead
  • Keep billing aligned with actual usage