Setting up your organisation

Organisation setup is the foundation everything else builds on. The planner needs rooms and event types, timesheets need work types, and reports need all of it to be right from the start. Everything lives under Admin and requires the admin role.

Start with the organisation details

Under Admin → Organisation you set the organisation name, default timezone, contact email, and default language. This is also where you upload the logo and pick the brand colour — both are used in the app and on printouts such as call sheets.

The timezone and default language are inherited by everything created later, so set these first.

Rooms

Under Admin → Rooms you add the stages, rehearsal rooms, and workshops the planning happens in. Each room becomes a row in the planner, and room conflicts are detected per room — so add the rooms you actually plan in, not more.

Event types

Admin → Event types is the vocabulary the planner uses: rehearsal, performance, run-through, meeting. Each type has a colour and a short abbreviation shown in the grid. A dozen types goes a long way — too many types makes the plan harder to read, not easier.

Work types and work roles

Admin → Work types defines the working-time rules timesheets calculate with — standard hours, supplements, and rest. Admin → Work roles is the competency catalogue: which functions people can fill in a production. Work types govern time and money; work roles govern staffing.

Hard to change later

Work types underpin recorded hours. Get the rules right before timesheets go into use, and you’ll avoid cleaning up afterwards.

Seasons and holidays

Admin → Theatre seasons frames the planning year, and Admin → Holidays tells the planner and timesheets which days are public holidays. Both are used by the planner’s year view.

With this in place, the organisation is ready for its first production.