Getting started

Outcome

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

Who it's for

Company admin or invited Resource / Client

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. Choose your path. Company admins see Welcome with Quick Setup vs Full Setup cards: pick Quick Setup for essentials now, or Full Setup to load master data in one guided pass. Invited Resources and Clients get Personal setup automatically (no mode cards): a short profile and preferences flow without company master data.
3. Quick Setup: Welcome: confirm you chose Quick Setup, then continue.
4. Quick Setup: Your Profile: confirm first and last name, then Save & Continue. Your email is shown for reference. (Personal uses this same profile step.)
5. Quick Setup: Company Info: enter at least the company name and company IBAN (both required). Add address and contact when you have them, then Save & Continue.
6. Quick Setup: Workflow Settings: decide how shifts move through Pending Assignment and verification, and adjust Smart Assign or Resource Portal options only if you already know your process. Save & Continue.
7. Quick Setup: Localization: set language, appearance, region, timezone, date/time/number formats, currency, and first day of week. Save & Continue.
8. Quick Setup: Industries: select at least one industry your company operates in, then save. Services stay blocked until industries exist.
9. Quick Setup: Services: add the services you deliver (name, linked industry, optional description). Save at least one service.
10. Quick Setup: Finish: you need at least one industry, one service, and company IBAN before you can complete. Review what you completed, then Go to Dashboard. You land on Overview: your admin starting point to plan. Add more master data later from the app, or continue the Full Setup tutorial track if you need logo, team, clients, locations, projects, and people in the wizard.
11. Personal: Welcome: invited Resources see Resource Portal intro copy; Clients see Client Portal intro. There is no Quick/Full choice: the path is fixed.
12. Personal: Your Profile: confirm first and last name, then Save & Continue.
13. Personal: Personal Preferences: choose language and appearance (theme), then Save & Continue.
14. Personal: Finish: complete the short setup, then go to the Resource Portal or Client Portal (or app home) as the product offers for your role.
15. If you chose Full Setup (or upgrade later from Quick Setup), continue with Company basics: the next tutorial in this workspace-setup cluster: then Logo and team → Industries and services → Clients, locations, and projects → People and finish.