Getting started

Outcome

You know which path applies. You complete Quick Setup or Personal setup, and you see where Full Setup continues.

Who it's for

Company admin or invited person (Resource) or client contact

Prerequisites

• An invitation or account for Gig-a-tronic
• For the company path (Quick Setup): company name, company IBAN, and timezone ready

Steps

1. Open Gig-a-tronic and sign in with your work email.
2. On Welcome, choose Quick Setup or Full Setup. Quick Setup covers essentials now. Full Setup loads master data in one guided pass.
3. Invited people and clients get Personal setup automatically. It is a short profile and preferences flow, without company master data.
4. On Welcome in Quick Setup, confirm you chose Quick Setup, then continue.
5. On Your Profile, confirm first and last name, then Save & Continue. Your email is shown for reference. Personal setup uses this same profile step.
6. On Company Info, enter at least the company name and company IBAN. Both are required. Add address and contact when you have them, then Save & Continue.
7. On Workflow Settings, decide how shifts move through Pending Assignment and verification. Adjust Smart Assign or Resource Portal options only if you already know your process. Save & Continue.
8. On Localization, set language, appearance, region, timezone, date/time/number formats, currency, and first day of week. Save & Continue.
9. On Industries, select at least one industry your company operates in, then save. Services stay blocked until industries exist.
10. On Services, add the services you deliver (name, linked industry, optional description). Save at least one service.
11. On Finish, you need at least one industry, one service, and company IBAN before you can complete. Review what you completed, then choose Go to Dashboard (in the app). You land on Overview, your admin starting point to plan. Add more master data later from the app, or continue the Full Setup track if you need logo, team, clients, locations, projects, and people in the wizard.
12. On the Personal Welcome screen, an invited person (Resource) sees the Resource Portal intro. A client contact sees the Client Portal intro. The path is fixed. Invited people go straight to personal setup.
13. On Your Profile in Personal setup, confirm first and last name, then Save & Continue.
14. On Personal Preferences, choose language and appearance (theme), then Save & Continue.
15. On Finish in Personal setup, complete the short setup. Then go to the Resource Portal or Client Portal (or app home) as the product offers for your role.
16. If you chose Full Setup, or you upgrade later from Quick Setup, continue with Company basics in this workspace-setup cluster. Then continue with Logo and team, Industries and services, Clients, locations, and projects, and People and finish.