At least one person (Administrator/Owner) should be assigned the task of setting up ArchiOffice Online. If you are an administrator who has been assigned the task of setting up ArchiOffice Online, you can start here.
You might want to go through the ArchiOffice Online Getting Started Guide to help you get started with ArchiOffice Online.
Setting up ArchiOffice Online involves the following steps:
Step 1 - Sign up for an ArchiOffice Online account
Sign up for an ArchiOffice Online account.
Step 2 - Log in to your ArchiOffice Online account
Your login information is sent to you shortly after subscribing to the trial version of the software or purchasing it.
Step 3 - Set up System Preferences
ArchiOffice Online has many preferences you can configure for the program to suit your firm's specific needs, but there are some preferences that must be configured for ArchiOffice Online to function properly.
System Preferences: Enter company information, configure default system settings, and set up your company logo.
Set your group security: Set up workgroups and apply the necessary privileges to access ArchiOffice Online.
Users: After starting an ArchiOffice Online account, user accounts need to be set up. This involves entering user details and setting up default setting, assigning users to Work Groups, and setting up all ArchiOffice Online users (that is, creating login credentials, security privileges, etc.). The users can be set up from the Manage Users tab of your online account.
Contacts: Specify defaults for new contacts added to the system.
Projects: Specify defaults for new projects added to the system, including the default project numbering. Modify the default phases and job codes to suit your own project needs and modify the default project milestones. In addition, you need to build project teams to which users can be assigned and modify default tasks (that is, Tasks) for your project phases.
RFPs: Specify the default RFP numbering, modify the default phases and job codes to suit your own RFP needs, and modify the default milestones to suit your own RFP needs. In addition, you need to build RFP Teams so you can quickly assign groups of users to a new RFP and modify the default Tasks for your RFP Phases..
Billing: Set some of the default accounting preferences for the system. Enter the G/L account numbers, or account names, for your accounting software. Setup a default tax model for all your projects, if necessary (no tax is the default). Specify a path where draft and finalized invoices will be stored.
Step 4 - Set up clients
Project-related contacts, including employees, clients, or consultants, need to either be created in your company database.
Step 5 - Set up existing projects
Everybody has existing projects that are work-in-progress. Set these up as well as your new projects in ArchiOffice Online so your employees can continue working on them. You can also set up internal projects and RFP projects.