Set Up Your Business
5 answers in this category.
Who this category is for
Business owners, admins, setup team
How to use this category
- Start by understanding your main account, plan and locations before adding real work.
- Set the name, money and time for each location before staff begin using it.
- Add staff and choose what they can see only after the location list is clear.
What to remember
- Your main account holds billing and all locations.
- Most settings are saved per location, so always check the active location before saving.
- It is easier to go live when billing, location count and staff access are checked before the free trial ends.
How do I add staff and limit access?
Create the staff account in Users, choose the right role, give access only to the needed locations, then test the login to make sure it works as expected.
How many locations can I run on my plan?
Open Subscription to see your plan and how many locations it allows. Then create only the live locations you really need now.
What should I check before the free trial ends?
Before the free trial ends, check billing, location count, settings and staff access. Then test one real task in each live location. Do not wait until the last day.
How does Cellivo organise my business?
Your main Cellivo account holds billing and all of your locations. Each location is where the daily work happens. Then you choose which staff can use which locations.
How do I set up each location correctly?
Switch to the right location first. Use General Settings for the name and contact details. Use Regional Settings for country, money and time. Save both and test the result right away.