First hour — Admin¶

A 60-minute quick start for a new-installation Admin. You'll verify your tenant, review company settings, create the first user, and set expectations for the follow-up work.

What you need before you start

An account with the Admin role.
Your company's portal URL.
A rough idea of who's on the team that needs access.

Open https://portal.<your-installation>.sm-tm.app.
Sign in.
Click your avatar (top-right) → confirm the company name shown is correct.

If you see a different company than expected, stop and contact Pegotec — the tenant may be misconfigured.

5–20 min — Walk through Company Setting¶

Sidebar → Configuration → Company Setting. This page has nine sections on one scrolling page. Walk each quickly:

Company Information — name, industry, timezone, address. Fill it in if blank.
Contact Information — your contact person, email, phone.
Application Settings — grace periods, NFC Required, QR scanning, Max tasks per technician, Min app version, Clock drift, Completion target. Defaults are sensible; don't change unless you know what you're doing.
Features — Multi-Technician Assignment toggle. Default off.
Scheduling & Sync — Schedule horizon (default 90 days), sync windows. Leave for now.
Task Escalation — default off. Turn on later once you have a real workflow.
Access Control — "Restrict Mappers to Assigned Production Sites" toggle. Default off.
Task Approval — "Require Supervisor Approval for Task Completion" toggle. Decide now whether you want an approval step.
Save Settings if you changed anything.

Detail: Company Setting.

20–30 min — Invite the Mapper first¶

The Mapper sets up the hierarchy, which everything else depends on. They must be first.

Sidebar → Configuration → User Setting → User List.
New User.
Fill in name, email, username.
Check Send password reset email so the Mapper sets their own password.
Assign the Mapper role.
Save.

The Mapper receives an email and can start immediately. Detail: User management.

30–40 min — Skim master data¶

Master data is pre-seeded but almost always needs tailoring:

Units — do they match what your plant uses?
Thresholds — start loose; tighten from real data.
Products — replace placeholders with your actual lubrication catalogue.
Tools — your tool registry.
Repair Request Types — failure categories.
Shutdown Reasons — shutdown-cause taxonomy.

Don't fix it all today. Skim now, plan a review session with the Mapper next week.

40–50 min — Invite the rest of the team¶

Create users for:

Supervisors — will assign work and approve.
Technicians — will execute tasks in the field.
Manager(s) — will read reports.
Viewer(s) — auditors / compliance.

Bulk-import via CSV if you have > 20 users: User management › Import users from CSV.

50–55 min — Set up mobile pairing¶

Sidebar → Configuration → User Setting → Mobile Setup (QR). Display or print the QR. Field devices pair by scanning it.

Detail: Mobile Setup.

55–60 min — Plan the first two weeks¶

You can't finish setup in an hour. Set a realistic runway:

Week	Action
Week 1	Mapper builds one pilot production site end-to-end. You review it together.
Week 2	Scale to remaining sites, refine master data based on real use.
Week 3	Train Supervisors on Assign Task. Train Technicians on the mobile app.
Week 4+	Tune notifications, thresholds, and schedules as real data accumulates.

Bookmark the Admin handbook for reference.

Top 3 admin pitfalls¶

Trying to finish setup in one session. It's a multi-week effort. Pace yourself.
Leaving approval on by default without understanding it. If your team hasn't discussed approval, default off and turn on deliberately later.
Not training supervisors on the Assign Task checkbox workflow. It's checkbox + button, not drag-drop. Multi-tech behaviour depends on a flag. Show them.

Welcome.