You're the admin, and your team is about to start using NextCrew. Set things up in this order, and nobody has to redo work later.
Summary
Setup has four parts. Company Settings covers who you are and how NextCrew behaves. Users and Permissions covers your office team's logins. Code Tables hold the pick lists everyone uses. Integrations connect NextCrew to the tools you already use. Daily work, such as filling jobs and approving timesheets, is in Guides for Staffing Agencies.
Set it up in this order
- Company Settings: Start Here. Profile, locations, positions, holidays and Site Configuration.
- Users and Permissions: Start Here. Add your office team.
- Lookup Tables (Code Tables): Start Here. Statuses, categories and license types.
- Integrate Twilio SMS with NextCrew. Turn on texting, if you'll text your Crew.
Four steps, in order. Once they are done, your team can start work.
On this page
Once setup is done
Point your team to Everyday Tools: Start Here. It covers the lists, views, tasks and notes they'll use every day.
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