Setup is the answer to "where do I add…". Everything involved in configuring your organization is on that one page, grouped the way the job is actually done: people first, then places, then devices.
On a team plan, the very first thing Setup (and the dashboard) asks for is your organization's name. Everything else — stores, people, roles, invitations, the escalation chain, devices — lives inside that organization, so until it exists those pages aren't available. It takes a minute, once, and the card disappears as soon as it's done. The name you choose is what your team sees at the top of every page.
| Group | What's in it |
|---|---|
| People & roles | The people who can receive alerts or sign in, what each role can do and hears about, and the escalation chain |
| Places | Your stores, and the regions and markets that group them |
| Devices | Adding a Wi-Fi unit, mapping a cellular fleet, and bulk import from a spreadsheet |
The list is filtered by what your access level can actually do, so you are never shown a link that would turn you away. If a group is missing from your Setup page, that part of the configuration belongs to an administrator.
The same pages appear in the header's Organization and Devices & Records menus. The setup hub and the menus are generated from one registry, so they can't disagree about what setting up involves.
In the dashboard: Setup — The guided walkthrough for your access level, and one home for every page involved in setting up your organization.