Get your team ready

1. Prepare your company account

Sign in using the company link supplied by Zeyora. Confirm the company name before adding people or importing information. Available menus depend on your enabled modules and role permissions.

2. Set up the organisation

1. Review company contact details, currency and date format in Settings.
2. Create the departments, designations, locations and teams your organisation uses.
3. Create roles and assign only the permissions each group needs.
4. Add employees and assign their company, department, role and manager.
5. Sign in with one staff account to check the menus and records they can access.

3. Prepare CRM and sales

1. Agree lead statuses, lead sources, services and responsible salespeople.
2. Add a few customer and contact records, or test an import with a small file.
3. Create a sample lead, assign an owner and record a follow-up.
4. Check your quotation template and customer document settings before sending documents.
5. If your team visits customers, set up Field Sales and test one assigned visit.

Follow the CRM guide or set up Field Sales.

4. Prepare HRM

1. Create office shifts and review working hours, weekends and holidays.
2. Complete employee profiles and assign the correct shift and reporting manager.
3. Set annual leave policies, opening balances and approving employees.
4. Prepare salary records and templates with your payroll team.
5. Test attendance, one leave request and one sample payslip before inviting everyone.

Follow the HRM guide.

5. Invite your team and verify

• Sales staff: find an assigned lead, save a follow-up and locate the customer history.
• Managers: check team access, assignments and date filters in reports.
• Employees: review their profile, clock in if enabled, and find the leave request screen.
• HR: verify attendance and approvals using a non-administrator test account.
• Payroll: compare a sample payslip with the approved salary and attendance records.

Who configures what?