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FoundationVideo + step screenshots

Set up your organization and first site

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

12 minutes6 stepsStart here

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Captioned walkthrough using the real TASC screen

24 sec · no sign-in required

Do the task

Follow these steps in order

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  1. Confirm administrator access

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

    Set up your organization and first site step 1: Confirm administrator access.Step 1: Confirm administrator access

  2. Complete the organization identity

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

    Set up your organization and first site step 2: Complete the organization identity.Step 2: Complete the organization identity

  3. Create the first site

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

    Set up your organization and first site step 3: Create the first site.Step 3: Create the first site

  4. Add departments and crews

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

    Set up your organization and first site step 4: Add departments and crews.Step 4: Add departments and crews

  5. Configure shifts

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

    Set up your organization and first site step 5: Configure shifts.Step 5: Configure shifts

  6. Review foundational settings

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

    Set up your organization and first site step 6: Review foundational settings.Step 6: Review foundational settings

Check that 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

If something goes wrong

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.

Before you begin and supporting details

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

Find it in TASC

Employer PortalSettingsOrganization Settings