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09:30Topic

Getting Started

Create your account, find your way around, and get your organization set up so the team can start tracking on day one.

6 articles

Your organization

3

Set up your organizationAdminsThe handful of settings worth getting right before you invite anyone, especially the timezone.2 min
Administrator setup checklistAdminsA short, ordered list to work through on your first day, so nothing important is discovered a month later.1 min
Invite people to your organizationAdminsInvite by email or with one shared link, assign roles and projects up front, and keep track of who has not accepted.1 min

Your account

3

Other topics

Time Tracking

How hours are recorded, how to read your timesheet, and how to fix an entry that is wrong or missing.

Desktop App

Install the tracker on Windows or macOS, track while offline, and sort out the problems that stop it syncing.

Projects & Tasks

Set up projects the way they are billed, put the right people on them, and run the work on the task board.

Your Team

Decide what each person can see and do, give clients read-only access, and handle members who join or leave.

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Getting started with StaffVertex | StaffVertex Help