Creating and Setting Up Your Account

How to set your account up the right way from the start.

Overview

When you first start using PayLab it's important to set up your account correctly from the start. 

This article assumes you are at the 'Get Started - New Company' stage in your PayLab Journey.

Feel free to skip to the sections below:

1. Accounts Types 
2. Creating an Organisational Account - Get your Organisation onto PayLab!
3. Creating a Personal Account - Have you received an invitation? Click here! 
4. Setting up your Organisational Account 

Account Types

PayLab has two distinct account types: Organisational & Personal.

An example workflow of how you get your accounts setup for PayLab is summarised in the table below.

Creating your Organisational Account

Typically, the Owner of the PayLab account will first set up their Organisational Account. This is done through the login page here and clicking Create a new organisation account.

You will then be prompted to select which country you are working out of. If you have projects in multiple countries you will need to create separate accounts for each country. 

Fill in all your details, First and Last Name, Email Address, Company, and Phone Number.

  

After clicking Create Account, you will receive an invitation email to use PayLab.

Creating your Personal Account

If you know that your Organisation has a PayLab subscription, you may need to request access first. Follow these steps to request access:

1. Identify your PayLab admin within your Organisation (this could be a Project Manager, HR Manager, or IT)
2. Ask them to send you an invitation to join your Organisation's PayLab Account
3. Once your receive the invitation via email, follow the steps below to set up your Personal access.

Regardless of whether you set up an Organisational Account or received an invitation from someone within your organisation, you will be sent an invitation link. Simply click on "Open PayLab" to initiate the process of creating your Personal Account.

 

If you already have a Microsoft account associated with the email you provided it will skip straight to the review permissions window and then into PayLab. If there is no Microsoft account associated with the given email address, this will need to be set up. You will also need to setup Multi-factor Authentication using a mobile device app or mobile number. Follow all the steps to create, verify and authenticate your Microsoft account.

     

You will need to review and accept permissions for asBuilt to view your name and email and sign you into asBuilt's product - PayLab.

Once you have accepted the permissions you will receive a verification email which will take you through to your PayLab Dashboard. 

Setting up Organisational Account (Manage Account)

You are now ready to set up your PayLab Account, such as, managing your subscription, entering your company details, inviting users and creating projects. This section will cover how to do this in the Account Settings page under the Manage Accounts tab. 

Company Details

You will need to provide the following details about your company, so they can be automatically populated to the Payment Claim.

• Company Name (should already be filled in)
• Company Logo 
• Account Owner (you can change this to someone else once you have added more users)
• Company Address
• Company Phone Number
• Company Website
• GST Number (Used for Buyer Created Tax Invoices)
  

Manage Subscription

To manage your subscription, head down to Plan & Payment  > Choose a Plan. This is also where you will go to change your subscription and view your Billing History.

Select which plan you best suits your company and you will be redirected to Stripe to enter your payment details. A confirmation pop-up window will appear once your payment details have been verified.

Organisation Type

This is where you select what type of organisation you belong to. The one you select will determine what type of Projects will be created by default.

Time Zone

This time zone setting affects account-level features only (such as when automatic emails are sent). Claim and Payment Schedule dates and times are controlled by each Contract's time zone. This should automatically be set based on your address. 

Users & Permissions - Inviting new Users

This is where you will manage Users for the Organisational Account and set their permissions.

Hit Add New User on the top right and enter the name and email of your new Users within your company. They will receive an email with a link to create their own Personal Accounts. 

 

You can assign them different permissions depending on the user type by clicking on the three dots on the right. 

Email Summary Options

This page lets you set when you will receive your weekly or daily summary emails. Click here if you want to know to more - PayLab Email Alerts

Next - Set Up Your First Project

Now you're ready to set up your first PayLab Project & Contract!

Or maybe you have received a Contract invitation from another PayLab Organisation Account - if so, you can just instantly follow the email invite and mirror their project into your own Organisation's PayLab account. 

• This article covers setting up new projects - Creating New Projects. 
• And this looks at contract setup - Creating a Contract

Related articles & pages

• Managing your subscription
• Security at asBuilt