Owner: first day

As the owner you hold the widest access. Your first day is about laying the foundation the rest of the team builds on.

Start at the Get started checklist at /onboarding. It reads your real data and walks you through the foundation in order - add your first site, add houses, place your first lot, record your first figures, then set up your team - marking each step done as you go. On the team step you can invite people or choose I work alone if you record everything yourself. While the essentials are still missing, your dashboard shows a Continue setup prompt that returns you to the checklist. The steps below match that path.

After the first real capture, the same route becomes Setup center. It keeps daily operations, team operation, and Finance readiness separate and promotes only one next mission you can complete. Organization profile and Finance prerequisites can need attention; optional commercial controls stay available without lowering daily readiness.

Each main setup step is a tab with a linked checklist. Complete a form and you return to that tab automatically; review pages keep a Back to setup action. When the whole tab is ready, choose Next to continue to the following step. Home mirrors the required checklist with exact complete/remaining counts and the next task link; optional commercial controls do not inflate the remaining count. The Home reminder automatically waits seven days before appearing again, or you can choose Remind me in 30 days without changing checklist progress. During that wait, Continue setup remains available in Home's Quick actions panel until every required task is complete.

What to do

1. Confirm the organization. Check the profile at /settings/organization and Finance currency at /settings/finance. The subdomain is fixed after creation.
2. Set up locations. Create your sites at /locations/sites, then open each site and add its houses - use Add houses to create several in one pass. Everything operational hangs off a house.
3. Invite the team and assign roles. Add people at /settings/members. Give each person the narrowest role for their job - workers for daily recording, managers for oversight, finance and billing roles for the money side. If you run the operation solo, choose I work alone on the Get started checklist and add people later.
4. Review billing. Check your plan and subscription at /billing. A paid-plan signup returns here after sign-in. Review the recurring price and frequency, accept recurring billing separately, and complete Paddle checkout if you want automatic renewal. Account signup alone does not authorise a charge.
5. Add a first flock or egg set. At /lots/new, choose Place a Lot, enter one day of figures, and record one sale and one expense under /finance.

Watch out

Roles are the main safety control. Prefer the narrowest role that works, and widen only when someone is blocked. Sensitive actions are audited under /audit, so changes are always traceable.