Getting started

Helping you get started

12 articles in this collection
Written by Matt Taylor and Rachel Franklin-Heys

Getting Started as an Employee

Preferred Names

Here's what to do if your chosen names differs from your legal name, and you want to be referred to by your chosen name in Opsyte.

Written by Rachel Franklin-Heys
Updated over a week ago

Signing into Opsyte for the first time

Once you have received your email invitation, here are the steps you can follow to get yourself set up!

Written by Rachel Franklin-Heys
Updated over a week ago

I didn't receive my registration email!

If you've been added to Opsyte by your employer, but didn't receive your registration email, you will be able to log in using these steps.

Written by Rachel Franklin-Heys
Updated over a week ago

Resetting your password

How to reset your password

Written by Rachel Franklin-Heys
Updated over a week ago

Setting up a new Company

New Company Onboarding Guide

Have you recently set up your company on Opsyte? Here's a list of tasks to complete to get your company up and running on Opsyte.

Written by Rachel Franklin-Heys
Updated over a week ago

Set up Departments and Job Roles

Before you can use your rota, you will need to set up departments and job roles. Here is how!

Written by Rachel Franklin-Heys
Updated over a week ago

Employee Permissions and Restrictions

Here's how your admin users can set and change employee permissions, enabling them to see and amend different parts of the portal.

Written by Matt Taylor
Updated over a week ago

Set your Week Ending Date

Written by Rachel Franklin-Heys
Updated over a week ago

Company Settings

How to customise your company's details, and find settings related to the set up of your company.

Written by Matt Taylor
Updated over a week ago

Admin Menu - Changing Company Settings

In your Admin menu, you will be able to manage how your company is set up and personalise how Opsyte works for your business.

Written by Rachel Franklin-Heys
Updated over a week ago

Create Your Financial Calendar

Your financial calendar is what dictates your financial periods, these are used in your reports and company dashboard.

Written by Rachel Franklin-Heys
Updated over a week ago

Other Company Settings

There's a lot you can customise in the Other Company Settings. Here's a guide about what you can change there.

Written by Matt Taylor
Updated over a week ago