Getting Started - First Login
Once you’ve successfully logged in, the next step is to configure and optimize your Cloudscaff account.
Account Setup and Optimization
After logging into Cloudscaff, it’s important to set up and optimize your company account to ensure all your documents, reports, and site activities display accurate business details. This includes configuring your business profile, uploading your logo, and defining how inventory, terminology, and units of measure are displayed across the platform.
Access Settings
In the side navigation, scroll down and click Settings.
Settings
The Settings page will appear, showing the following options:
Business Settings:
Manage your company information, branding, and operational preferences. Update your business details, upload logos, set tax rates, and configure document display options.
Templates:
Customize the layout and content of your documents.
User Profiles:
Manage system users, assign roles, and control access permissions. Each profile defines what team members can view or edit within Cloudscaff.
Customer Profiles:
Create and manage customer accounts with contact details, addresses, and reference information. These profiles link directly to jobs, deliveries, and safety documents.
Terms & Conditions:
Add and manage your company’s legal or operational terms that appear on documents. Keep your policies consistent across all client communications.
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