Welcome to Monograph! 🎉 As an Admin, you’re responsible for getting your firm’s account configured so your team can hit the ground running.
This checklist walks you through the foundational setup steps that must be completed before you begin building projects or attending your first onboarding session.
Guided videos are included to give you a visual walkthrough of each step.
If you need help along the way, our Customer Experience team is here for you. Based on your plan type, you’ll either work directly with your Launch Manager or our Support team.
☑️ Step 1: Complete Your Settings
You can access your Settings by selecting the ⚙️ icon next to your initials in the bottom-left corner of the screen. These steps establish your account’s defaults and preferences.
Organization
Complete your company information, including company name, address, and regional preferences
Set client email settings to manage the sender name and reply-to email address for payment and invoice emails sent to clients
Configure overhead costs by setting an overhead multiplier for your operating income
Define working hours per year to establish the average hours per employee for accurate cost calculations
Enable time off to manage employee availability
Set your utilization rate and realization rate to track performance against firm-wide targets
Activating Your Account
Account activation is required to unlock invoicing, collect payments, and more. To activate, you’ll need to enable e-payments by connecting your Monograph account to Stripe.
Go to Settings → Organization → Online Payments and click Connect next to Stripe. Create a new Stripe account through Monograph, even if you already have one. Enter your mobile number and email, then confirm the verification code.
Enter your personal and business details (name, address, DOB, industry, website, bank account). Upload ID if Stripe asks for it. Most users only need the last 4 digits of their SSN, but Stripe may request the full number in some cases.
Review your information and click Next. Upload any missing documents. Once Stripe verifies your details, you’ll see a confirmation and a Connected status.
Update Monograph Payment Settings by going to Settings → Organization and confirm Company info, Company address, Client email settings, and Regional preferences.
App Defaults
Update your Time Tracking settings
Create custom Categories and Phases for your Projects and review default entries
Review and edit which activities will appear on timesheets
Customize your Consultant types and applicable markup
Update your Invoice + Expenses settings
If Applicable, set up your tax rates or pull them over from Quickbooks Online
Permissions
Understand how permissions are defined in Monograph
Customize your own permission levels and access
Quickbooks Online
If you use QuickBooks Online, you will also need to complete the setup for the Monograph + Quickbooks Online integration
☑️ Step 2: Add Your Contacts
Contacts houses information for your clients and consultants. This information will impact your continued use of Monograph, including projects build out and invoicing workflows. You can access Contacts from the main menu on the left side of the screen.
Clients
Enter contact information and detail for your clients. If you have setup the Quickbooks Online integration, Monograph will sync your client information directly from Quickbooks Online
Consultants
Add contact information and relevant details for all consultants you collaborate with on your projects. If you have setup the Quickbooks Online integration, Monograph will sync your consultants information directly from Quickbooks Online
☑️ Step 3: Add Your Staff
The Directory houses your team information including employee details, compensation, and assigned roles and rates. You can access Staff from the main menu on the left side of the screen, then select Team to complete the following:
Roles & Rates
Setup your custom roles and rates that will be used when creating new projects
Directory
Add your Team to Monograph before you begin adding projects
Include Contact info, such as Email, Name, Title, and Phone Number
Upload a Headshot Photo or Avatar for each team member
Assign each User's Permission level access
Select a default role and rate for each user
Add Compensation information for each team member
Set utilization rates for each individual team member
Click the "Invite" button on the Team Directory to send an invitation link via email
☑️ Step 4: Register for Building Projects Session
Once you have completed your settings, account activation, contacts, and team directory, you’ll be ready to start adding your projects into your account.
To guide you through this process, you can join our weekly Building Projects session for a live, step-by-step walkthrough on how to build, allocate, and manage your projects in Monograph.