Getting started
When to update: Business onboarding flow or org sign-up changes.
Overview
Section titled “Overview”After signing up at business.keepintracks.com, an owner creates an organization and becomes the first admin.
Steps (planned)
Section titled “Steps (planned)”- Create an account — email and password (SSO later for enterprise)
- Name your organization — this appears on invoices and schedules
- Invite team members — assign roles: owner, admin, or employee
- Configure basics — timezone, business address for invoices (Phase 2)
| Role | Can do |
|---|---|
| Owner | Full access; billing and org deletion |
| Admin | Manage employees, schedules, and invoices |
| Employee | View own schedule; submit time-off requests |
Need help?
Section titled “Need help?”Contact support from the in-app help menu (planned). Do not share passwords or API keys in support requests.