Company Services

Day 1 Checklist and User Guide for Company Account Setup

Welcome to Your First Day!

This guide provides a comprehensive checklist and step-by-step instructions to help you set up your company account on Gangmates. Follow these steps to ensure a smooth setup process.

Step-by-Step Guide to Setting Up Your Company Account

1. Activate Your Account

   • Check Your Email: Look for the activation email and click the "Activate Account" button.

   • Set Up Your Profile: Complete the initial setup by filling in your personal details.

2. Set Up Company Details

   • User Types: Create the various categories of users within your organization.

     • Navigate to the User Types section.

     • Click "Add New User Type" and fill in the necessary details.

   • Roles & Permissions: Create the various roles and assign permissions accordingly.

     • Go to the Roles & Permissions section.

     • Click "Create Role" and define the permissions for each role.

   • Departments: Decide on and create the various departments within your company.

     • Access the Departments section.

     • Click "Add Department" and enter the department details.

   • Domain: Add all domains associated with your company.

     • Go to the Domain Management section.

     • Click "Add Domain" and input the domain details.

   • Username/Email Naming Convention: Set up the naming conventions for all usernames and emails.

     • Navigate to the Naming Conventions section.

     • Define the format for usernames and emails.

   • Payroll Contribution Settings: Set all applicable contribution settings for your users.

     • Go to the Payroll Settings section.

     • Configure the contribution settings for each user type.

3. Add Team Members

   • Invite Team Members: Use the "Create User" function to send email invitations to your colleagues.

     • Navigate to the Team Members section.

     • Click "Invite Team Member" and enter the email addresses of your colleagues.

   • Assign Roles and Permissions: Define roles and set permissions based on the responsibilities of each team member.

     • After inviting team members, assign them appropriate roles and permissions in the Roles & Permissions section.

Congratulations!

You've successfully set up your company account. You're now ready to start using the platform. If you need any assistance, don't hesitate to reach out to our support team. Welcome aboard!