Set up TeamOS

Two steps: the studio’s defaults, then the first Partner account. Everything else can be added later.

Studio

Dates, reminders and “today” follow this.

Used to display every amount.

First Partner (owner) account

The Partner sees everything, including finance. Add the rest of the team from People afterwards.

You’ll sign in with this.

At least 8 characters.

Integrations, API keys and team members can be added later from Settings and People.