Your First-Day Checklist

What this is

After you create a workspace, the Dashboard shows a "Get set up" card with a few steps. Each step links to the right page and ticks itself off once Oris Work finds the data. The card hides itself when every step is done, and you can close it earlier with "Dismiss" (that choice is remembered in your browser only).

The five steps on the card

• Complete your firm profile — opens Settings. The step completes once a legal name or GSTIN is saved in the "Firm letterhead" card.
• Add your first client — opens Contacts. Completes once you have at least one contact or client.
• Set up a service you offer — opens Practice → Services. Completes once one service exists.
• Raise your first invoice — opens Invoices.
• Invite a teammate — opens Settings. This step is only shown to admins, because only admins can invite people.

Also worth doing on day one (all under Settings)

• Firm letterhead — your firm name, logo, address and statutory identifiers. These appear on engagement letters and invoice PDFs.
• Finance — the tax label and the document numbering used across estimates, proposals and invoices. Set this before you issue your first numbered document.
• Email sending — by default email goes out under your firm’s name from the platform. If you prefer to send from your own address, enter your SMTP details here.
• Client Portal Branding — how your clients’ portal looks to them.
• Two-Factor Authentication — turn it on for yourself; admins can also require it for every member.
• Profession packs — shown for professional-services workspaces. Enabling a pack seeds services, task pipelines and compliance rules.

If you used the onboarding wizard

The first-run wizard walks through five steps — Industry, Import, Pipeline, Team and Done. Import and Team can be skipped, and you can do both later: import from the Clients or Contacts pages, and invite people from Settings → Team.

Common problems

• The "Get set up" card is gone and you want it back — it was dismissed in this browser. Use the same step pages directly (they are all listed above); the card itself only returns in a browser where it was not dismissed.
• A step will not tick even though you did it — the card re-checks when the Dashboard loads, so refresh the page.
• You are not an admin and cannot invite anyone — ask a workspace admin. See "Roles and permissions".