Firm Setup

Use Settings to prepare the organization information that appears across your Assisterp workspace.

Before You Start

• You need access to Settings.
• Some organization options are only visible when your account has the right access.
• Keep this setup pass focused on the firm basics. Payment, service, template, and workflow setup should be reviewed separately before they are used with clients.

Open Organization Settings

1. Sign in to Assisterp.
2. Select Settings from the left sidebar.
3. Select Organization.

The Organization section includes firm profile, addresses, branding, display preferences, business hours, and related setup areas. Start with the items below.

Update The Profile

1. Open Profile.
2. Review the organization name, legal name, email, phone number, website, registration number, industry, and note.
3. Select Save.

The page may refresh after you save profile changes.

Add Addresses

1. Open Addresses.
2. Add or edit each firm address.
3. Mark the default address when needed.
4. Select the save action for the address you changed.

Use Add More when the firm needs another address record.

Set Branding

1. Open Branding & Logo.
2. Upload or review the firm Logo and Favicon Image.
3. Review the Color Theme.
4. Select Save.

Use Back to default only when you want to reset the branding values.

Set Display Preferences

1. Open Display Setting.
2. Review date format, time format, week start day, currency code, currency symbol, decimal separator, number of decimal places, and currency symbol position.
3. Turn Enable Attendance on only if the firm is ready to use attendance features.
4. Select Save.

Set Business Hours

1. Open Business Hours.
2. Select the firm’s time zone.
3. Enable the days the firm is open.
4. Set the start and end time for each enabled day.
5. Select Save.

Branches

If your firm uses branches and your account has access, open Branches from Organization settings. Use the branch list to search, filter, add, or open branch records.

Before You Invite The Team

Confirm these basics first:

• Profile information is accurate.
• Address records are complete and the default address is correct.
• Branding is ready for your team and customers to see.
• Display settings match how your firm wants dates, time, and currency to appear.
• Business hours and time zone are correct.
• Branch setup is reviewed if the firm uses branches.

After this, continue to Employees and Roles so each team member has the right access before working with clients.