Identity begins with clear settings
Preparing a new office in OrderTech starts with its name, logo, colors and website address. Unified settings help apply that identity consistently across the website and app. Prepare a clear logo asset and review how it appears on different backgrounds before approving the identity. Also check that public contact details are correct.
The website and app belong to the same office
Each office has an independent instance, website and app. The app connects to the office address specified in its configuration, helping users reach the intended workspace. At handover, test sign-in on web and mobile, confirm the office name and check that the app is connected to its own office services before entering working records.
Separate offices still need internal roles
Responsibilities within an office differ between the administrator, lawyers, secretaries and other team members. Each person therefore needs an individual account and access appropriate to their role. Grant the access required for the work and review accounts when responsibilities change or an employee leaves. Avoid sharing a single account among several people so changes can remain associated with the person who made them.
Use a practical handover checklist
Before accepting the instance, check its name, logo, phone number and website address. Then test the required roles on the devices the team will use. Record settings that need adjustment and verify them after an update. The purpose is to align the office identity with the actual experience and ensure the team knows the correct address and how to access its independent workspace.
