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getting started
Getting Started
Getting Started
Set up your workspace, teams, and role model using a production-ready rollout sequence.
This module is part of the complete CrewSynx A to Z guide. Use the left navigation to switch modules and follow the right table of contents while scrolling.
Quick start checklist
Follow this sequence for first-time deployment.
- Create workspace and configure timezone and business calendar.
- Invite admins and managers before broad member invitations.
- Import employees and map them to teams and reporting lines.
- Configure project workflows, attendance rules, and notifications.
- Connect integrations and validate one end-to-end test flow.
Workspace setup
Define organizational defaults that shape daily operations.
Configure company profile, holidays, leave categories, and shift templates.
Set policy defaults for attendance exceptions, approvals, and escalation windows.
image slot
Image Placeholder: Workspace settings
Capture the workspace settings page showing timezone, business week, and holiday rules.
Users and roles
Use role-driven access for secure and scalable team operations.
- Owner: Full governance, billing, and security authority.
- Admin: Platform setup, module controls, and integration management.
- Manager: Team operations, approvals, and progress oversight.
- Member: Day-to-day execution, check-ins, tasks, and collaboration.
video slot
Video Placeholder: Role assignment
Record role creation, permission toggles, and assigning a user to the role with save confirmation.