Quick Start
Get from zero to a running Optserv setup in five steps: create your company, invite your team, assign roles, and activate the workspaces you need.
This guide gets you from a fresh signup to a working setup. The whole process takes under 15 minutes.
Step 1: Create your company
After signing up at app.optserv.ai/signup, you'll be prompted to create a company. This is the container for all your people, settings, and workflows.
- Give it your actual company name, it appears on job postings and internal pages.
- One person creates the company and becomes the first Admin.
Step 2: Set up departments
Before inviting people, set up at least your core departments (Engineering, Operations, Sales, etc.). Departments drive:
- Manager approval routing for leave, overtime, and attendance corrections
- Reporting visibility (managers see their department, not the whole company)
- Org chart structure
You can always add more later, but having them ready before invites makes onboarding cleaner.
Step 3: Invite your team
Go to People and invite teammates by email. When you invite someone, you assign their role immediately.
| Role | Assign to |
|---|---|
| Admin | Founders, heads of ops, full company access |
| HR | HR leads who manage people operations company-wide |
| Manager | Team leads who approve requests for their department |
| Employee | Everyone else, self-service only |
Tip: Keep Admin and HR roles tight. Most people should be Employee or Manager.
Step 4: Enable optional workspaces
By default, only the HR workspace is active. Enable additional workspaces based on your needs:
Account Sharing: if your team shares social media accounts, vendor logins, or other credentials. Enables /accounts.
School workspace: if your company runs tutoring, training programs, or kiosk-style education. Staff use /school in the web app; mobile apps are OptClass. Requires the school_accessible metadata claim; contact support to activate.
Step 5: Run your first HR workflows
With your team in place, start the workflows you need:
- Attendance, employees clock in/out; managers and HR see their teams
- Leave, employees submit requests; managers and HR approve
- Overtime, same approval flow as leave
- Recruitment, create job postings (Admin/HR only); applicants flow in
What's next
- Core Concepts: roles, permissions, and how workspaces connect
- Roles & Access Overview, detailed breakdown of what each role can do
- Pricing: Free vs Paid: plan limits for employees, storage, and hiring