#getting-started #setup #configuration This guide covers the initial configuration steps to get your PAI environment ready for productive use. ## Setup Wizard Overview The setup wizard provides a quick orientation to PAI's key features: - **Welcome Screen**: Introduction to PAI and overview of setup process - **Navigation Tour**: Highlights of main interface elements and navigation - **Feature Highlights**: Introduction to key capabilities based on your user role - **Configuration Steps**: Guidance on essential setup tasks to complete > [!tip] > Take your time with the setup wizard—it's designed to familiarize you with PAI's interface while guiding you through important configuration steps. ## Organization Setup You'll need to configure organization settings: 1. Navigate to the Settings page 2. Complete your company information that will appear on estimate print views: - **Company Name**: Your organization's official name - **Company Address**: Complete business address with street, city, state, and ZIP - **Phone Number**: Main contact number - **Website**: Your organization's website URL 3. Upload your company logo for documents - **Recommended Format**: PNG or SVG with transparent background - **Optimal Size**: At least 300×100 pixels for clear display on documents 4. Enter your EIN number (optional, may be required for future PAI modules) 5. Configure default project settings such as: - **Production Fee Percentage**: Standard markup applied to new projects - **Minimum Hours**: Default minimum hours for day-based line items - **Standard Templates**: Boilerplate text for project scope, billing notes, and internal overviews 6. Set Up your [[Rate Card]] > [!important] > Organization settings impact all users and projects in your PAI account. Only administrators should modify these settings, as they affect document generation throughout the system. ![[org-settings-action.gif]] ## User Management You can add additional users to your organization: 1. Navigate to the User's page in the Settings section 2. Click the "Add User" button 3. Enter the required information: - **Email Address**: The user's business email - **First Name and Last Name**: The user's full name 1. Select the appropriate user role. You can learn more about them via [[User Permissions & Sharing]] 2. Choose your invitation method: - **Create Only**: Adds user to the system without providing access. This is good for users in your organization that need to exist for logistical reasons only. - **Create and Invite**: This Action will send email invitation immediately to the user's email address, inviting them to create an account and grant access to your workspace. > [!note] > User permissions determine what sections of PAI users can access and what actions they can perform. Review the [[User Permissions & Sharing|User Management]] section for detailed information on roles and permissions. ![[user-create-action.gif]] ## Profile Completion To complete your personal profile: 1. Navigate to your profile settings by clicking your user icon in the bottom-left corner 2. Add or update your information: - **Job Title**: Your position within the organization, will be used on logistical documents - **Phone number**: Will be used for logistical documents - **Notes**: Optional information, internal only 3. Save your changes > [!info] > Your profile information will appear in system-generated documents such as call sheets, so ensure your contact details are accurate and professional. ## System Orientation Before diving into your first project, take some time to familiarize yourself with the main navigation: 1. Explore the main navigation menu on the left side of the screen 2. Take note of the six main sections: - **Projects**: Central hub for all production projects - **Sales**: CRM and pipeline management tools - **Crew**: Vendor database and crew finder - **Insights**: Analytics and reporting dashboards - **Payroll**: Organization-wide accounts payable - **Settings**: User and organization preferences 3. The Projects section will be your primary landing page and starting point > [!tip] > Spend time exploring each section to understand its purpose and functionality. Use the global search (Cmd+K/Ctrl+K) to quickly navigate between sections and find specific content. ## Understanding Your Organizational Context Your experience in PAI will be shaped by how your organization has configured the system: - **Organization Structure**: PAI is designed around your specific company structure - **Default Templates**: Your organization may have established standard templates for estimates, call sheets, and other documents - **Fringes and Rate Cards**: Your system may include organization-specific rate cards and fringe rates - **Workflow Standards**: Your company may have established specific approval workflows or process requirements ## Next Steps After completing the initial setup, you're ready to: - [[Dashboard Overview|Explore the dashboard]] - [[User Interface|Learn more about the user interface]] - [[Projects|Create your first project]] - [[Projects & Estimates|Understand projects and estimates]] ## Related Topics - [[Dashboard Overview|Dashboard Overview]] - [[User Interface|User Interface]] - [[Organization Settings|Organization Settings]] - [[User Permissions & Sharing]] © 2025 PAI Tech, Inc. 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