Getting started with Finago PSA software is easiest when the admin user(s) completes the settings in the following order.
1. Update My Profile and Company Details
When logging in for the first time, click the profile icon in the top-right corner and complete:
2. Complete Feature Settings
At the beginning of the implementation process, make sure to complete at least the following settings:
3. Activate Integrations
Next, activate integrations with the other software applications you use, especially the financial management software where you send sales invoices.
4. Add Accounts
Customer register can be added either individually or by importing a file.
5. Add Projects
Now you can start exploring the software’s core features by creating projects and tracking time, expenses, sales invoices, and more.
6. Add Other Users and Define Permissions
Once the software settings are in place and admin users are familiar with the basic functions, you can add the rest of the users to the system, assign them to user groups, and define permissions for both users and groups.
+ Download the Mobile App
All software users also have access to the mobile application, within the limits of their assigned permissions.