Getting Started as a Company Owner

This article walks you through getting your company setup in CASSA.

Last updated on 03 Jun, 2026

Having completed your personal profile, the next step for you as a company owner is to complete your company profile.

One point with this is to take your time.

Remember, you're transitioning your entire business from your current (and likely manual system that has been built up over years) to CASSA, so don't think you must do everything today as you don't.

However, as the company owner, you will need to add the bare minimum company profile information to unlock the rest of CASSA and be able to invite your employees and contractors.

(We've done it like this so you don't jump ahead and accidentally overlook or omit anything.)

Complete Your Company Profile

To complete your company profile, refer to the next article: Complete your Company Profile.

Add/Invite Employees

Here's how to add an employee within CASSA.

Add Contractor

Here's how to add a contractor within CASSA.

Add Client

This article walks you through adding a new client.

Getting Started with the CASSA App

Here's how to get started with the CASSA App.

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Complete Your Company Profile