Quick Start Guide
Set up a DeskGo company workspace, choose the services you need, invite the team, and prepare your first workflow.
What this service does
DeskGo works best when the company foundation is configured before daily operations begin. Use this guide to establish ownership, company settings, services, roles, and the first review checkpoints.
Who it is for
New DeskGo companies and administrators preparing a controlled first launch.
Recommended setup
- Create the company workspace
Complete the company profile, primary contact, timezone, locations, and the authorized administrator account.
- Choose the required services
Enable only the modules that match the company's operations, such as attendance, payroll, bookings, CRM, WhatsApp, or proposals.
- Configure ownership
Invite administrators, managers, accountants, and staff, then assign roles and service access deliberately.
- Set operating rules
Configure the work calendar, branches, approval owners, service availability, customer fields, and notification preferences that apply to the enabled modules.
- Run a controlled test
Create a test employee, customer, booking, attendance record, or document as relevant to the selected services and review the result.
- Start the team workflow
Share the relevant documentation with users and keep an administrator responsible for the first operational review.
Main workflows
Company foundation
Workspace identity, timezone, locations, services, roles, permissions, and approvals are defined first.
First operational day
Users complete the enabled workflow while administrators check access, records, notifications, and exceptions.
First review
Review the records created during setup before relying on automation, reports, payroll, or customer follow-up.
Important controls
Authorized company administrator
Review this control during setup and whenever the company changes its workflow or team responsibilities.
Selected services and role access
Review this control during setup and whenever the company changes its workflow or team responsibilities.
Company timezone and work calendar
Review this control during setup and whenever the company changes its workflow or team responsibilities.
Test record and first-review ownership
Review this control during setup and whenever the company changes its workflow or team responsibilities.
Frequently asked questions
Do we need to enable every DeskGo service?
No. DeskGo is modular. Start with the services relevant to the company's current workflow.
Should the first payroll or customer message be a test?
Use a controlled review before sending important customer, financial, employment, or publication outputs.