Where do I setup my company information?
To set up Company Info, click the menu icon > Setup > Setup Company > Setup Company Info.
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Setup Company Info
The Setup Company Info video is in the process of being updated. The instructions still apply, but a more in depth video will be coming soon. Setup Company Info is a page where the business can input important details such as the Company Name, ...
Setup Workers
Setup Workers In summary, in the Setup Workers area of the software you will first establish the permission sets & compensation methods, then create the workers, create their logins, assign their hours & services and assign their permission set ...
Setup Worker Permissions Glossary
SETUP WORKER PERMISSIONS GENERAL Businesses can create permission sets to allow or disable access to features within the software. Create a permission set and assign it to multiple workers or one worker. To create a permission set: Go to Setup > ...
Tippy Integration - Setup Guide PDF
Attached is a PDF on how to setup the Tippy Integration with Inspire by STX.
How can I change the business information?
This article outlines changes to be considered when the business changes their name, location or has new ownership. Important Action Items for New Ownership Relicensing: The current owner would need to request relicensing paperwork from the STX ...