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FoundationWorkflow capture pendingReal TASC screen

Set up your organization and first site

Create the operating structure used by users, workers, QR codes, forms and reporting.

12 minutes6 stepsStart hereUAT screen captured · Production cross-check pending

Outcome

A recognizable organization and a first site structure that users, workers, shifts, QR codes and reports can reference consistently.

Find it in TASC

Employer PortalSettingsOrganization Settings

Before you begin

  • Organization-administrator access
  • Approved company display name, industry and brand assets
  • Agreed site, department, crew and shift names
  • Approved retention period and individual-status visibility decision

Actual TASC screen

Organization identity settings

Set the worker-facing identity before producing invitations, QR signage or training material.

UAT capture
Annotated TASC Organization Settings screen showing the company logo, company name, brand display name and accent colour controls.Open full-size
TASC UAT · demo organization · 6 Sep 2026. Callouts were added for learning; identifying information is redacted and active training codes are hidden.
1Company logoUpload the approved worker-facing mark.
2Company nameUse the accountable legal or operating organization name.
3Brand display nameConfirm the name workers will recognize in TASC.
4Accent colourApply the approved organization colour and check contrast.

Decisions that matter

Company identity

Use the legal or approved operating identity customers and workers will recognize.

Site structure

Model the way work is actually assigned. Avoid temporary labels that will become reporting dimensions.

Individual status visibility

Enable supervisor access only when the purpose, notice and operational need have been approved.

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Progress is saved on this device only.

  1. Step 1

    Confirm administrator access

    Sign in through the employer entry and confirm that your account has organization-administrator permissions.

  2. Step 2

    Complete the organization identity

    Review company name, industry, display name, logo and accent colour before worker-facing material is produced.

  3. Step 3

    Create the first site

    Add the site name, location and time-zone information needed by site-scoped workflows.

  4. Step 4

    Add departments and crews

    Use a structure that staff will recognize and that can be maintained consistently.

  5. Step 5

    Configure shifts

    Review the default shifts and add or rename them to match the site’s actual operating pattern.

  6. Step 6

    Review foundational settings

    Confirm retention, individual-status visibility and active modules before inviting people.

Prove it worked

  • Company name and industry display correctly
  • The first site has the correct location and time zone
  • Departments, crews and shifts match the operating model
  • Settings remain correct after signing out and back in

Common problems and safe recovery

A user cannot find the expected site.

Confirm the site is active and that the user assignment includes that site.

Reports group people under inconsistent names.

Pause invitations and standardize site, department, crew and shift naming before adding more records.

What happens next

Add the minimum administrator, manager and supervisor accounts needed to operate the pilot.