Setting up your site – first things first
You've probably already had a look around your new site (if you don't have a Scoro site, create a trial now!) for a little while. Now's the time to start setting up your site and invite your team.
You can get started by reading this article on most asked questions about Scoro. There are some really good tips in there, we promise.
Okay, let's get going.
1. Set up a payment plan. Go to Settings > Administration > Plan, add-ons and billing and click on the big blue button Set up a payment plan at the bottom of the page to do so. Here you can also later manage your payment info, change your site plan and activate extra features (a new feature has to be activated for user roles as well, go to Settings > Administration > Roles and permissions to do that) directly from your site. Please note that you have to be a site administrator to make these changes.
2. Add your company data. In addition, personalize your site by adding your logo for the site and for the PDF documents (that you can also customize to have your look and feel!) you send out to customers.
3. Settings. Well, there are many and you can truly customize each and every detail of your Scoro site. Here are a few things you might want to set up right away:
- Activity types. Get detailed reporting on what your team spends the most of their time on. This helps to make corrections, where needed, prioritize your team's activities and make the most of your time. Events and tasks can also be filtered by activity types.
- Statuses. They're used in many places and are highly customizable (we say it a lot, but it's true). You can pick your own colors and names for different statuses. To name a few, statuses are used in calendar events (like Busy, Tentative, Away, etc.), tasks (like Planned, In progress, Needs Input, Completed), projects, etc.
- Tags and categories. These will help you narrow down and segment long lists.
4. Customized emails. First, set up your own outgoing SMTP server. This way your emails are less likely to end up among spam. You can either do it for all users (by going to Settings > Administration > E-mail setup) or each user can set up their own. Then create a signature (or copy the HTML of the signature you’re using now) and email templates for different documents. This saves you time and you don't have to type a message each time you send out a quote or an invoice (but you can if you want to).
(The next three steps can vary in order, totally up to you.)
5. It's important to create user roles for your site users. For example, roles like Management, Accounting, Marketing, Sales, etc. This enables you to set different access rights and permissions for multiple users based on the role they're in.
6. Decide on which modules to use. Think about what features you really want to use and what should be hidden (don't worry, you can always reactivate any feature you've switched off) – this way the functionality you don't need doesn't clutter your site. You can add features step by step as you get to know Scoro more. Go to Settings > Roles and permissions and click on Modules and actions on each role line. Then tick the features and actions you want to be available for that role – what users in that role can see and do in Scoro.
7. Start inviting your team members. Go to Settings > Administration > Users and groups to invite them. Just click Add user, fill in their data and choose a user role for every user. This affects how much and what they can see and do in your Scoro site. Before saving tick the box Send account data to user's email.
You can also create user groups. This comes in handy, for example, when creating tasks or calendar events for different teams – instead of selecting people one by one, you can just select the entire team at once. User groups also allow you to get more specific reporting.
Note! If needed, you can always add more user seats. Just go to Settings > Administration > Plan, add-ons and billing and use the plus sign to add seats. Read more.
8. Set up default views and bookmarks. You can filter all Scoro's main views according to your wishes and save these as either default views or bookmarks. Default views help Scoro remember your preferences and each time you open a particular list, it's automatically filtered the way you like it. Bookmarks, on the other hand, help you save multiple filtered views for each list, so you don't have to use filters every time you want to see that list. And you can add a Watchdog to keep an eye on it. It'll save you loads of valuable time!
9. Role or team-based dashboards. Of course, you can create just one default dashboard for your team and later on everyone can create their own according to their needs. As creating a dashboard is so simple, why not create multiple and share them with your team. Don’t forget to read our blog post on how to create the perfect business dashboard.
Let's try to wrap this up, for now, we've already given you tons of new information to process. Even so, when you're done with all of this, make sure to read our blog posts on top hacks that will make using Scoro so much easier:
Essential life hacks on calendar and tasks
Note! Every user can set up their own profile and customize their site exactly the way they like under Settings > My settings.