Create a company workspace
A workspace keeps each company's people, forms, assets, evidence and billing separate.
- 1
Open Start free, enter the company and owner details, then create the workspace.
- 2
Sign in as the owner and confirm the company name and default site details.
- 3
Confirm the authenticator MFA setup required during your first sign-in and store the recovery codes safely.
Invite staff and choose roles
Give each person the least access they need for their job.
- 1
Open Team to invite one person, or download the bulk CSV template for up to 50 email addresses and roles.
- 2
Preview new and renewed links before confirming the batch. Invitations are only sent after confirmation, expire after seven days and can be used once.
- 3
Resend a lost pending link or revoke it immediately when access is no longer appropriate, and regularly review active members.
Publish your first pre-start
Start from a ready-made workflow or build the inspection your operation already uses.
- 1
Open Forms, choose a starter and update the title, instructions and questions.
- 2
Mark essential questions as required and configure the answers that should create a defect.
- 3
Publish the form, assign it to the relevant site or asset and test one submission before rollout.