Quick Start Guide for Admins

As an Admin, you have full control over your Voltasis organization. This guide walks you through the essential setup steps to get your team up and running.

Step 1: Complete organization setup

1. Go to Settings > Organization.
2. Verify your company name, address, and time zone.
3. Set your default currency and work week hours.
4. Upload your company logo (appears on invoices and reports).

Step 2: Invite your team

1. Go to Settings > Team Members.
2. Click Invite Member for each person.
3. Enter their email and assign a role:
   • Employee or Contractor for individual contributors
   • Manager for team leads who need to approve time
4. Assign them to relevant projects (you can do this now or later).

For more details, see Inviting Team Members.

Step 3: Create projects

1. Go to Projects and click New Project.
2. Set up each project with a name, billing method, and budget.
3. Assign team members to their projects.
4. Set per-member hourly rates if needed.

Step 4: Configure approval workflows

1. Go to Settings > Time Tracking.
2. Enable Require approval for time entries.
3. Set the approval flow — who approves for whom.
4. Team members will now need to submit their time entries for review.

Step 5: Set up invoicing

1. Go to Settings > Invoicing.
2. Configure your invoice template — add your logo, payment terms, and footer notes.
3. Set your default payment terms (e.g., Net 30).

Step 6: Review your dashboard

Your Admin dashboard shows:

• Total hours tracked this week across the team
• Project budget utilization
• Pending approval requests
• Recent invoices and payment status

What's next

• Understanding Roles and Permissions — Full permissions breakdown
• Project Billing Methods — T&M, fixed price, and non-billable explained
• Voltasis Plans Overview — Compare Free, Pro, and Enterprise features