- The first step for all CASSA users is to complete your personal profile. You only need to add a few mandatory items to unlock the rest of CASSA, but the more you add to your personal profile, the more you'll get out of the system. Click here to view completing your personal profile.
- Next, as a company owner, you will need to complete your company's profile. Again, several fields are mandatory (those marked with an *), and include: ABN/ACN, logo, address, etc.
- Again, only a minimum amount of information is required at this stage, but you will want to add other information, such as licenses, insurance, etc., later.
Refer to:
- Completing these unlocks the full CASSA functionality allocated to your account, and can begin to invite employees, contractors, create clients, projects, SWMS and other documents, etc.
- How to add/invite employees
- How to add/invite contractors
- How to add a client
- How to setup a project
- Getting started with SWMS
Once you've done those steps, you're well on the way to mastering the CASSA system.