# Quickstart

> A step-by-step walkthrough with a picture of every screen, from signing up to a new worker checking in at a customer's site and showing on the daily report.

This is the shortest path from signing up to seeing a new guard's check-in on the customer's daily report. **Do the steps in this order**, because each one needs the ones before it. Every step shows the screen and links to the full page for that feature.

**Reading the screenshots:** a **red** numbered label is something you do (click, type or choose), in number order. A **blue** label is something to look at. Click any screenshot to open it full size.

## 1. Sign up

Open SecureForce, go to **Sign up**, and enter your name, your **organisation name** (e.g. *Paradigm IFM*), work email and a password. Press **Create workspace admin**. You become the **Admin** of a workspace named after your organisation.

![Sign up](/docs-images/guide/sign-up.webp)

The workspace starts as **Approval Pending** until the SecureForce team approves it. The page moves on by itself once approved, or press **Check status**.

![Approval Pending](/docs-images/guide/approval-pending.webp)

More: [Workspace](/docs/workspace).

## 2. Find your way around

Every module is in the left menu. At the top: the workspace you're in, the site picker (**All sites** or one site), notifications, and **Docs & help** for these pages.

![The screen: (1) menu, (2) workspace, (3) site picker, (4) alerts, (5) help](/docs-images/guide/dashboard-tour.webp)

More: [Dashboard and reports](/docs/dashboard-and-reports).

## 3. Describe your company

Sidebar → **Organization**: add your **branches** (e.g. *Bengaluru East*), and if you use them, companies, departments, service lines and grades.

![Organization: Add branch](/docs-images/guide/organization.webp)

More: [Organization](/docs/organization).

## 4. Give your team their logins

Sidebar → **Administration** → **Workspace Members** → **Add member**. Supervisors and guards can sign in with their **mobile number**; pick their **role**, press **Generate** for a password, then **Add member**, and share the details yourself (no email is sent).

![Add member with a mobile number](/docs-images/guide/add-member.webp)

A supervisor should only see their own site: give them a **site** data scope. Guards get their login later (step 13), once their employee record exists. More: [Administration](/docs/administration).

## 5. Add the customer and their sites

Sidebar → **Clients & Sites** → **Set up a customer**. One wizard creates the customer group, its companies, contracts, sites (with the gate location and boundary) and the **approved headcount** per designation, the daily report's *Total approved*.

![Clients & Sites: Set up a customer](/docs-images/guide/setup-button.webp)

![A site with its boundary and approved headcount](/docs-images/guide/step4-site.webp)

More: [Customer setup](/docs/customer-setup), [Clients and sites](/docs/clients-and-sites).

## 6. Set the attendance rules

Sidebar → **Field Attendance** → **Setup**: the **Location check** (**Enforce** refuses check-ins outside the boundary), **Late after**, and **Photo at check-in and check-out**. Press **Save rules**. The approved headcount per site is on the right if you need to change it.

![Field Attendance → Setup](/docs-images/guide/attendance-setup.webp)

More: [Field Attendance](/docs/field-attendance#attendance-rules).

## 7. Create the shifts

Sidebar → **Attendance** → **Add shift**: name (*Day*), start and end time, break minutes, status **Published**.

![Add shift](/docs-images/guide/shift-add.webp)

More: [Shifts and roster](/docs/shifts-and-roster).

## 8. Add the new worker

Sidebar → **Employees** → **Add employee**. Name, **mobile number** and an emergency contact are required. Many workers at once? Use **Bulk Onboarding** with a spreadsheet.

![Add employee](/docs-images/guide/add-employee.webp)

More: [Employees](/docs/employees).

## 9. Verify them (KYC)

Sidebar → **KYC Verification** → **Start a KYC case** → pick the worker → **Open case**. Sign off each check (Aadhaar and PAN can come from **DigiLocker**), add previous employers, then **Clear for deployment**.

![A KYC case with every check verified](/docs-images/guide/kyc-all-verified.webp)

More: [KYC verification](/docs/kyc).

## 10. Collect their documents

First time only: Sidebar → **Document Rules** → **Add the standard categories**, then add which documents each category needs (e.g. PSARA training and police verification for Security Guards).

Then on the worker's **Onboarding** page, **Document Upload**: choose their category and designation, upload each required document, and verify it. A document that isn't available yet can be **Waived** with a reason.

![The worker's required documents](/docs-images/guide/required-list.webp)

More: [Document rules](/docs/document-rules), [Onboarding](/docs/onboarding).

## 11. HR approves them

First time only: Sidebar → **Salary Structures** → **Add salary structure** for each role.

Then Sidebar → **HR Approval & Deploy** → open the worker. When every check is green, pick the salary structure and **Prepare approval and contract**. Hand the phone to the worker to **sign the contract**, then press **Approve**.

![Prepare the approval and contract](/docs-images/guide/prepare.webp)

![The worker signs the contract](/docs-images/guide/contract-sign.webp)

More: [HR approval](/docs/hr-approval).

## 12. Approve & Deploy

On the same page: pick the **site**, the **designation**, the **shift** and the **weekly off** (or **Reliever / floater**), take a **face photo**, and press **Approve & Deploy**. If the site's contract needs the client's NDA, the worker signs it first. One click creates the deployment, rosters the worker, registers their face, and starts payroll and billing.

![Approve & Deploy](/docs-images/guide/deploy-form.webp)

More: [Approve & Deploy](/docs/approve-and-deploy).

## 13. The guard checks in

First give the guard a login: **Administration** → **Add member**, role **Field Employee**, the **same mobile number** as on their employee record. The result must say **Linked to their employee record**.

Then on the guard's phone: open SecureForce, sign in with the mobile number and password, and allow camera and location. At the site, press **Check in**, take the photo, press **Use photo**. The screen shows **Present** (or **Late**).

![Check in on the phone](/docs-images/guide/guard-check-in.webp)

A guard with no smartphone? The supervisor checks them in from **Muster → Check in a guard**. More: [Field Attendance](/docs/field-attendance).

## 14. See it everywhere

- **Field Attendance → Today**: approved, deployed, present and shortage, for every site.
- **Field Attendance → Muster**: each person's photo, time and distance from the site; mark, correct and **Approve day**.
- **Daily Report (DMR)**: the report the customer gets. Download it as Excel.
- **Client Portal**: what the customer sees with their own login.
- At month end, **Payroll Prep** and **Billing Prep** → **Generate**.

![Today](/docs-images/guide/today.webp)

![The daily report](/docs-images/guide/dmr.webp)

Next: read [Core concepts](/docs/core-concepts) to understand why each step was needed.