# Set up your organisation

The five steps that take a new ToolboxFM organisation from an empty project to planned work.

A new organisation starts empty. The dashboard shows a **Getting started** card that tracks five
steps and marks each one done from real data, so it disappears on its own once you are through it.

Create the project and subcontractor first. After those prerequisites exist, you can invite users,
create an exclusion zone and create the first work activity in any order. Each item uses an existing
ToolboxFM screen, so you can leave the dashboard and return without losing your progress.

2. **Create a subcontractor.** Add the company that will carry out work on the project. Creating the
   company before inviting its supervisors means you can connect them to the right business when
   you send the invitation.

   Go to **ToolboxFM › Subcontractors › New subcontractor** and enter the business name.
   Assign specific projects, or leave the project list empty to make the subcontractor available on every
   project.

   

3. **Invite users.** Add the supervisors and workers who need access to the project. The checklist
   marks this step done when you send the first invitation; the person can accept it later.

   Go to **ToolboxFM › Project Access › Add User** and enter the person's name, email address and
   role. For a Subcontractor Supervisor, select the subcontractor you created in the previous step
   so their work requests are attributed automatically.

   

4. **Create an exclusion zone.** Mark out an area where only one crew may work at a time. Even if
   most of your zones are not exclusive, creating one now means the clash checks are meaningful from
   day one.

   Go to **ToolboxFM › Exclusion zones › New exclusion zone**. This is also where you set
   whether the zone is exclusive — a normal zone can hold as many crews as you like.

   

5. **Create a work activity.** This is a crew, a job, a zone and a time window. It is the first thing
   that exercises approvals and the day board.

   Go to **ToolboxFM › Work activities › New activity**. Pick the zones the work affects, the
   window, and the subcontractor if it is not your own crew. If the job involves high-risk work such
   as Working at heights, select the types involved and answer the dropped-objects question that
   follows.

   

Once all five items are complete, the Getting started card disappears and the project is ready for
day-to-day work.

## Optional sign-in setup

If your organisation uses an identity provider, set up [Single sign-on](/tenant-setup/single-sign-on/).
This does not block the five setup steps, and invited users on a connected domain can use your
provider when they join.

:::note
Sign-up into a new organisation may be turned off for your deployment, in which case the only way in
is an invitation from an existing administrator. Ask your ToolboxFM contact if you are unsure.
:::

## Where to go next

Read [Run a project](/run-a-project/work-activities/) next — that is the day-to-day half of the product.