Setting up your office

0:01Setting up your office.

0:03A new portal opens on five questions: what you call your people, whether you sell, which parts you’ll use, the software you’re coming from,

0:12and whether email goes to clients and vendors while you try it. Not yet keeps theirs in the outbox to review.

0:19The usual answers are picked; all can change later.

0:22Home then shows Finish setting up. Until you confirm your email, the portal emails only you; anything for anyone else waits in the outbox.

0:31The rest check off as they’re done.

0:33Start sending email to clients and vendors waits until you’re ready.

0:38Under Settings, Firm, the Brand puts your name, logo and color on everything you send.

0:43What you call your people is here too.

0:46Invite your team under People; clients and contractors see only their own projects.

0:52Each role is a set of checkboxes. Cost, margins and the firm’s money show only to the roles you check.

0:59Pursues new work lets a role see and start prospects.

1:04Under Work, Modules, your first answers are switches, Prospects among them, each saying what it takes away.

1:10Switch off procurement, and its orders and tabs go. Nothing is deleted.

1:15Under Email, Outgoing email starts sending, or pauses it. Below it, Approval can hold each email to someone outside the firm until you’ve approved it.

1:25And under Integrations, Import, bring in what you have, or let our support team do it.

1:30That’s your office, set up. More videos: portspace.io/videos