Help centre / Getting Started

Welcome checklist & setup progress

The first-run checklist every new workspace admin sees, and where it lives afterwards.

The first time a new workspace admin signs in, Fixlr opens a Welcome checklist: the handful of steps that turn an empty workspace into a working one. It appears once, and the same items stay on the dashboard as the Setup progress card until they're all done.

What's on it

• Branding — logo, colours and company details (every PDF and e-mail uses them). Start with branding is the first button.
• Add your team — invite office users and engineers (Settings → Users).
• Add a client and their first property.
• Add suppliers — only shown when the Supplier Directory module is on your plan.
• Create your first job request so you can see the pipeline end to end.

Each row has a short hint and a link straight to the right page. Ticks are automatic — the list reads your data, you don't tick anything by hand.

Verify your e-mail

Workspaces created from the sign-up page receive a Welcome to Fixlr — please verify your email message with a Verify Email button, your sign-in address (fixlr.app/<your-workspace>/login) and the next steps. Verify before you rely on password resets and alerts. Admins created by the Fixlr team receive either an invite link (set your own password, valid 14 days) or a sign-in link when a password was set for you.

Tip: Closed the checklist too early? The Setup progress card on the dashboard shows exactly the same items until everything is complete.

Related: Your first login · Branding · Users & invites