Getting started

HashBook is one web app where your company manages leads, quotations, projects, tasks, staff, attendance, payroll and accounts. You use it in a browser on a computer or phone — there is nothing to install. Everyone signs in and sees only what their role allows.

1. Accept your invitation

When your company joins HashBook, the owner gets an email invitation from [email protected].

1. Open the email and click the link (it’s valid for 7 days — ask us to resend it if it has expired).
2. Choose a password: at least 12 characters, with letters and numbers.
3. You’re signed in as the owner with Super Admin (full) access.

No public sign-up

There is no “Sign up” button on purpose. Every workspace is opened by the HashBook team, so strangers can’t create accounts in your company. To start, contact us.

2. Sign in next time

Go to app.hashbook.one/login and enter:

Field	What to type
Workspace	Your company’s short name, e.g. yourcompany
Email	Your work email
Password	Your password

Tick Keep me signed in on your own device to stay signed in for 30 days (otherwise 12 hours).

3. Turn on two-step verification

Owners should do this first: My account → Two-step verification → Set up. See Signing in & your account.

4. Set up your company (owner or admin)

Work through this short list once:

1. Settings → Company settings — company name, time zone, date format and number format (Indian 12,34,567 or international 1,234,567).
2. Quotations → Quotation settings — registered name, GSTIN, state, PAN and address (UAE / GCC: your TRN). These print on quotations and invoices.
3. Quotations → Services & prices — change the starting price list to your own services and prices.
4. Staff → Branches & departments — check your branches and departments.
5. Attendance → Holidays & leave rules — check office hours, working days and leave types; add this year’s festival holidays.
6. Accounts → Bank & cash — add your bank accounts with today’s balance (only the last 4 digits of the number).
7. Settings → Email — optional: send quotations, invoices and payslips from your own address. See Email sending.

5. Invite your team

Settings → Users → Invite user → name, email, role(s) → Send invitation. Each person gets an email link (valid 24 hours) to choose their own password.

Not sure which role to give? See Users, roles & permissions. Adding a full staff record (department, manager, joining date)? Use Staff → Employees → Add employee instead and tick Give them a HashBook login.

6. Start working

• Sales team: add your first lead — CRM & sales.
• Everyone: check in from the dashboard each morning — Attendance & leave.
• Managers: set up projects and tasks — Projects & tasks.

Tip

Every screen only shows the menus your role can use. If a colleague says “I don’t see Payroll”, that is usually by design — see Users, roles & permissions.