Owner: first day

As the owner you hold the widest access. Your first day is about laying the foundation the rest of the team builds on.

Start at the Get started checklist at /onboarding. It reads your real data and walks you through the foundation in order - add your first site, add houses, place your first lot, record your first figures, then set up your team - marking each step done as you go. On the team step you can invite people or choose I work alone if you record everything yourself. While the essentials are still missing, your dashboard shows a Continue setup prompt that returns you to the checklist. The steps below match that path.

What to do

1. Confirm the organization. Check the profile and subdomain at /settings. The subdomain is fixed after creation.
2. Set up locations. Create your sites at /locations/sites, then open each site and add its houses - use Add houses to create several in one pass. Everything operational hangs off a house.
3. Invite the team and assign roles. Add people at /settings/members. Give each person the narrowest role for their job - workers for daily recording, managers for oversight, finance and billing roles for the money side. If you run the operation solo, choose I work alone on the Get started checklist and add people later.
4. Review billing. Check your plan and subscription at /billing. A paid-plan signup returns here after sign-in. Review the recurring price and frequency, accept recurring billing separately, and complete Paddle checkout if you want automatic renewal. Account signup alone does not authorise a charge.
5. Add a first flock or egg set. At /lots/new, choose Place a Lot, enter one day of figures, and record one sale and one expense under /finance.

Watch out

Roles are the main safety control. Prefer the narrowest role that works, and widen only when someone is blocked. Sensitive actions are audited under /audit, so changes are always traceable.