Trickle Hub Getting started
Getting started
Set up your workspace and invite your team in a few minutes.
When you create a workspace you become its Super Admin. Your dashboard's Getting started checklist walks you through the essentials, and it ticks each step off automatically as you go.
The first five steps
- Invite your team — add employees so they can sign in and clock in.
- Create departments — group people into teams.
- Add an office location — used for attendance and reporting.
- Publish company policies — share handbooks for staff to acknowledge.
- Brand your workspace — add your logo and colour.
Inviting people
Go to Employees → Invitations. Each person gets an email link to set their password. Admin-created accounts are trusted, so they don't need to verify their email — only the workspace owner does, at signup.
Roles
Every person has a role: Super Admin, HR Admin, Manager, or Employee. Roles decide what each person can see and do — see Roles & permissions.