Company setup

People, roles, groups, jobs, labels, time categories, cost codes and company-wide settings.

People

Invite people and manage their accounts.

• Invite peopleSend invitations, choose roles and manage pending invites.Administrators
• Manage people and rolesEdit details, change roles, suspend accounts and sign people out.Administrators

Groups and jobs

The structure every assignment and record uses.

• Create and organize groupsGroup people by team, shift or trade so work reaches the right people automatically.Administrators
• Create a jobAdd a site, project or contract, and nest areas or phases under it.Administrators
• Add people, groups and cost codes to a jobSet up who works on a job and which codes they can track time against.Administrators
• Link planners, documents and courses to a jobConnect reusable library items to the jobs they belong to.Administrators

Company settings

Options that apply across your organization.

• LabelsCreate colored labels to sort jobs and Log-Its, and filter the workspace by them.Administrators
• Time categories and cost codesDefine what people track time against: the kind of activity, and the code it's billed to.Administrators
• Rename Jobs to fit your organizationUse your own word, such as Project, Site or Case, everywhere Ranes says Job.Administrators
• Require checks before people tap inChoose forms that must be completed before anyone can start their shift.Administrators
• Choose who gets notifiedDecide which events send notifications, through which channels, and to whom.Administrators

How Company setup connects to the rest of Ranes

• FeedsFormsForms are assigned to the people, groups and jobs you set up. Assign a form
• FeedsPlannersPlanners are assigned to people, groups and jobs. Assigning a group includes its subgroups. Assign a planner
• FeedsTrainingInstructors and credit topics are set up before courses, and enrollments target people, groups and jobs. Set up instructors and credit topics
• FeedsDocumentsFolder access can be limited to chosen people, groups and jobs. Create folders and control access
• FeedsTime trackingTime categories and a job's cost codes are what people choose when they tap in. Time categories and cost codes
• FeedsJobs and the workspaceEvery job, including child jobs, becomes a place in the workspace. Create a job
• FeedsLog-ItsCompany labels are used to sort Log-Its and jobs. Labels