Set up Hassolux: from company details to your first working day

Start with one manageable project

You do not need to migrate the whole company immediately. Choose a current site, one contact and the people involved. Everyone should be able to open the project, find a file and record a working period. Prepare the company and site addresses, contacts and personal email addresses, and identify the administrator. Follow first steps.

Check company information

In company settings, check trading and legal names, email, address, country code and time zone. Add bank and professional details from the actual records and save. An authorised person can upload the logo. Review it in a draft; numbering series and document texts are separate settings to agree with the billing owner.

A missing or read-only area needs a permissions check. Signing in is not the same as having full administration rights.

Create the customer and site

Create a contact with known details and check it is classified as a customer. Its billing address may differ from the site.

Give the project a distinctive name such as “Courtyard, Example Street 12”. Add the description, actual status and customer as permitted. Record the site street, number, postcode, town and country, responsible people, dates and agreed terms. Save, search and reopen to confirm the record.

Link employee and account

The employee profile holds personal information and working-time defaults. Team management holds logins, invitations and permissions. Personal time tracking needs the correct link between them.

Invite a personal email address with only the access needed. Review required user places and costs before the binding send. After acceptance, check the employee link and accessible projects. Sending a link does not prove setup is complete. Invitation guide.

Test through to a confirmed result

Upload a plan, reopen it and have another authorised person check access. Test clocking at the actual start of work, then inspect the entry. Organise incoming documents.

For missing projects, clear search and check company and permissions. After a failed save, read field messages and look for an existing result before retrying. Missing time needs an active profile and rights check. Missing files need project, upload confirmation and access checks. Create your account.