Set Up Your Organisation

This article is for admins. When you sign up, Lede asks you to name your organisation and then gives you a short setup checklist.

Name Your Organisation

On the first screen, enter your organisation's name. You can change the name later under Organisation, in the Identity card. There you can also upload a logo (JPG, PNG or WebP) with Upload Logo. Only admins can change these details.

Follow The Get Set Up Checklist

Until you finish it, Get Set Up appears in your account menu with your progress. The steps are:

• Create Your First Site
• Invite Your Team
• Customise Your Cover Story
• Add a Profile Photo
• Explore With Demo Data, when the demo is available to you

Create Your First Site

A site is a location or team you operate. Open Sites and choose Add a Site. This opens the add-site flow on the Billing page, so you can see what the new site will cost before you confirm. You choose the site's apps there too. Only admins can add sites; everyone else sees a note to contact an organisation admin.

Invite Your Team

1. Open Users and choose Invite User.
2. Enter their name and email address.
3. Leave Access level on Worker unless the person should be an Admin or Executive. Only admins see this field.
4. Tick the sites they will work at, and set their Role at each site to Worker or Manager. Executives do not need sites.
5. Choose Send Invite.

Pending people show an Invited tag on the Users page. Open the person to Resend or revoke the invitation. Invitations expire after 30 days. To add many people at once, admins can use Bulk Import. See Accept Your Invitation for what your team sees.

Choose Rules For Members

The Organisation page has switches only admins can change:

• Self-Serve Email Change: lets members change their own sign-in email. It is off by default. See Change Your Email Address.
• Self-Serve Name Change: lets members change their own display name. It is on by default.
• Clock-In Geofence: checks that a worker is at the site when they start a shift, if your plan includes it.

Run More Than One Organisation

If you run more than one business, the Create Organisation card on the Organisation page starts a separate organisation, and you will be its admin. See Switch Between Organisations.