Setting up and the final check

The setting-up list

App settings shows what's left to set up, each with a link to where it's done. Some areas stay closed to everyone until their settings are chosen, so nothing half set up reaches your team.

• Your company's details (Company settings): Your name, address and phone on letters, forms and emails.
• Your SharePoint area (App settings): Where everything the app makes is saved.
• The office mailbox (App settings): The app's emails and calendar invitations go out from your own address.
• Your team (People): Everyone signs in with their work account; you then set what each person does.
• Timesheets (Company settings): Working hours, breaks and when timesheets are due. Timesheets stay closed until these are chosen.
• Holidays (Company settings): Your holiday year, bank holidays and which requests approve themselves. Holidays stay closed until then.
• Phone notifications (Company settings): The hours the app may buzz people's phones. Until then only urgent ones go.
• Quotes and tenders (Company settings): How long a quote stands and when the app chases it.
• Job numbers (Company settings): Where your job numbers start, so new jobs carry on from your own.

If something on the list doesn't apply to your firm, choose We don't need this and it comes off the list.

Your logo, colours and name go in on Company settings too, so every screen your team sees is yours.

The final check

1. Open the final check

   From App settings, open Final check. It shows a line each for setting up, SharePoint, the office mailbox, your team, billing and the terms.

2. Sort anything marked !

   Each line marked ! links to what still needs doing.

3. Send yourself a test email

   Press Send me a test email to check the office mailbox sends.

4. Say you're ready

   Press We're ready. It asks you to sort the lines marked ! first.

5. Send the invitation

   Copy or share the invitation for your team. It tells them to open the app, sign in with Microsoft, and add it to their home screen.