Account Setup

After your first login, complete your account setup to get the most out of HelpYard. This takes about 10 minutes and ensures workers and clients see accurate information from day one.

Organisation profile

Go to Admin → Settings and fill in:

• Company name — displayed in the platform header, emails, and PDF exports
• Logo — PNG or SVG, minimum 200×200px. Upload under Settings → Branding
• Primary contact email — used for system notifications and client communications
• Business address — UAE address required for compliance records
• Trade licence number — stored for UAE regulatory purposes

Notification preferences

HelpYard sends email notifications for key operational events. Configure which events trigger an email under Profile → Notifications:

Event	Default
New task assigned	On
Task overdue	On
Worker checked in / checked out	Off
Client service request submitted	On
Contract expiring soon (30 days)	On

Turn off events that generate noise for your team — for example, high-volume operations may want to disable individual check-in notifications.

Set up properties first

Before inviting your team, set up at least one property and its venues. Workers need to be assigned to a property before they can be assigned to tasks at that property.

Recommended setup order:

1. Add properties (see Adding Properties)
2. Add venues for each property
3. Create workers and assign them to properties
4. Invite users

Invite your team

Once your profile and at least one property are set up, invite your team:

1. Go to Admin → Users
2. Click Add User
3. Enter their email and select a role
4. They receive a login link by email — valid for 10 minutes

For large teams, use Bulk Import instead of adding users one by one.

Tip

Start with one or two Provider Managers before inviting all field workers. This gives supervisors time to set up the platform properly before workers start receiving task notifications.

Next step

Dashboard Overview