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 will make your life, and our support team's lives, so much easier.

You can set up a new account from here. Click the Create A New Account button. 

Select which country you are working out of, if you have projects in multiple countries would 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, Microsoft will search to see whether there is an existing account associated with your email address. 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, skip to Setting up PayLab account if you don't need to create a Microsoft account.

If there isn't, you will need to create a Microsoft account. 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 PayLab.

Once you have accepted the permissions you will receive a verification email which will take you through to your PayLab Dashboard. You are now ready to set up your PayLab Account, such as, managing your subscription, entering your company details, inviting users and creating projects.

Setting up PayLab Account

Manage Subscription

Select Manage Account and then down to Plan & Payment  > Choose a Plan

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.

Company Details

You will need to know the following details about your company, all of these details will be populated to the Payment Claim template.

• Company Name (should already be filled in from signing up)
• Company Logo 
• Account owner (you can edit this to someone else once you have added more users)
• Company Address
• Phone Number
• Entity Type (for example; Sole Trader, Partnership or Limited Liability Company)
• New Zealand Business Number 
• Website
• GST Number (Used for Buyer Created Tax Invoices)

Organisation Type

This can be accessed by selecting Manage Account in the menu across the top of your PayLab screen, and scrolling to the Organisation Type section. The one you select will determine what type of Projects will be created by default.

Claiming Only

• Projects will only have a single contract that your organisation makes claims against.
• Typically for: Subcontractor, Consultant, Client Project Manager

Certifying Only

• Projects will only have contracts that your organisation certifies.
• Typically for: Owner/Developer, Home Builder

Certifying and Claiming

• Projects will have a mixture of contracts that your organisation makes claims and certifies.
• Typically for: Head/Main/General Contractors

Adding New Users & Permissions

This can be accessed by selecting Manage Account in the menu across the top of your PayLab screen, and scrolling to the Users & Permissions section.

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 PayLab password. 

 

 

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

 

Set Up Your First Project

Now your ready to set up your first project!, take a look at this article - Creating New Projects.