Set up your AtomicSam organization
Learn how to use the onboarding wizard to configure your new organization. This guide covers essential settings like currency, taxes, and industry presets.
This guide walks you through setting up your new AtomicSam organization using the onboarding wizard. Correctly configuring these initial settings ensures your financial data is accurate and the platform is tailored to your business.
The first time you log in to a new organization, we guide you through a series of setup steps. This wizard helps you establish your core business settings, financial defaults, and industry-specific terminology so you can get started quickly.
Before you start
- You must be the person who created the organization. The wizard runs automatically only on your first login.
Configure your organization details
Your first steps define your organization's identity and financial foundation. Pay close attention to your base currency, as this setting is permanent.
- Enter your Organization Name. You can change this later in Settings.
- Select your Country from the dropdown menu. This choice provides smart defaults for your timezone and currency.
- Confirm your Timezone. We pre-select one based on your country, but you can change it if you operate in a different zone.
- Select your Base Currency. This is the primary currency for all financial reporting in your organization.
⚠️ Heads up: Your Base Currency cannot be changed after you complete the wizard. All job totals, invoices, and reports will use this currency. If you make a mistake, you will need to create a new organization.
Choose your industry
Next, you select an industry preset. This changes key terms within AtomicSam to better match how your business operates. For example, some industries call work "Jobs" while others call them "Projects".
| Industry Preset | Key Terminology | Good for… |
|---|---|---|
| General Services | Job, Client, Staff member | Consultants, freelancers, and most other service businesses. |
| Agency | Project, Client, Staff member | Creative agencies, marketing firms, and digital studios. |
| Construction | Job, Client, Subcontractor | Builders, trades, and general contractors. |
ℹ️ Good to know: Choosing a preset is not a permanent decision. You can customize most of this terminology later in Settings → Terminology.
Set financial defaults
Here you can set up the first tax rate for your organization. You can add more and create complex tax rules after completing the wizard.
- On the Taxes screen, select Add Tax Rate.
- Enter a Tax Name, such as
VATorGST. - Enter the Default Rate % for that tax.
- Check the box for This is my default tax if you want it applied to all new quotes and jobs automatically.
Add your first client and job
The wizard helps you create your first records so you can see how AtomicSam works right away. These are real records, not just examples.
- On the Add a Client screen, enter the Client Name.
- You can also add contact details like Email and Phone, or you can add them later.
- On the next screen, enter a Job Name for that client.
- If you know the value of the work, enter a Job Total. You can also leave this blank and track time and expenses instead.
Invite your staff members
The final step is to invite your team to join your AtomicSam organization.
- On the Invite Your Team screen, enter the email addresses of the people you want to invite.
- You can add multiple emails at once by separating them with a comma.
- Select a Default Role to set the initial permissions for everyone you invite in this step.
- Click Send Invites. Your staff members will receive an email with instructions to set up their account.
💡 Tip: If you are not ready to invite your team, you can skip this step. You can add and manage staff members at any time from Settings → Staff.
Good to know
- Permanent Settings: Your Base Currency is locked after setup. To change it, you must create a new organization.
- Reversible Settings: Most other choices can be changed later. You can update your Organization Name, Timezone, and Tax Rates in Settings.
- Terminology: While your industry preset applies default terms (like Job vs. Project), you can customize many of these labels in Settings → Terminology.
- Completing the Wizard: Once you finish, the wizard does not run again. All future configuration happens in the main application, primarily under Settings.