Getting your
company onto Snubbas

Get your admin account

Somebody has to be first, and it cannot be self-service.

Snubbas has no sign-up form. Accounts are created for an organisation, so the first one has to be created for you. Ask us to provision your company and name its administrator; you will get an email with a link to activate the account and set a password.

That person gets the company-level controls: the organisation profile, the team list, the company list of people, and the company builds. Everyone else gets their account at step 07 — from you, not from a registration screen.

Sign in

Open the app. You land on Welcome back.

1. Enter your Email and Password, then tap Sign in.
2. If your email belongs to more than one workspace, a Choose a workspace screen appears first. Pick the one for the company you are setting up — getting this wrong is the single most common way to spend ten minutes configuring the wrong tenant.

Forgotten the password already? Forgot your password? on the same screen mails a reset link, but only after you have typed your email into the field above it.

Introduce yourself

On your first sign-in Snubbas opens a conversation to set up you — not the company yet. It knows you run the company, so it will not ask which company you work for or whether you lead a team.

When it is done, Snubbas offers to set up the company straight away. Tap Set up <your company> to go on, or Later — the same setup waits in the menu as Set up your organisation, and the ☰ carries a dot until it is done.

Tell Snubbas about the company

This is the step that decides whether your people get advice about your business or advice in general. The bar across the top shows where you are: Overview, Company, People, Teams.

1. Overview. Headed “Setting up <your company>”, with what you will see and what stays private. Tap Continue.
2. Organisation website — optional. Enter the address and Snubbas reads the site to draft what it can; it will ask you to confirm or correct that draft in the conversation, so nothing from the site is taken as fact. Skip for now is a perfectly good answer.
3. The conversation. Snubbas explains what it is for, then asks one question: what do you do, who do you do it for, and how does the company make money? Answer in your own words, typed or spoken. It asks a follow-up or two only if something is missing — usually who leads which area, by name.
4. Did I get it right? What Snubbas understood, written the way you would say it — “We make…”, “We operate across…”. Tap Yes, that’s right, or Edit to correct any of it before you go on.

This becomes the background for every coaching conversation in the company, and it stays editable, so a first pass that is roughly right beats a perfect one you never finish.

Add your people

One list for the whole company. Teams are made by placing people from it, so there is never a separate register per team.

The list does not have to be complete — and if you have no list at all, tap Skip for now and add people later. Two ways in:

1. Upload a spreadsheet. Choose the file; you see what was found, with unusable rows flagged, before anything is written. Untick what you do not want, then tap Add N.
2. Add one person. First name, last name and email, plus an optional title or role. Tap Add to the list.

Set up your teams

A name and the person who leads it. Nothing else.

1. On “How is <your company> organised?”, tap + Add.
2. Give the team a name, and pick its Team leader from the company list — you are at the top, if you lead it yourself. Someone who has not joined yet can lead too; nothing is sent to them, and they take the team over when they join. Not on the list? Tap Add someone new.
3. Tap Create team.
4. Then choose what is next: Add members to <team> from the company list, Create another team, or Done.

When the teams are in, tap Finish setup. No teams yet? Skip for now works here too.

Invite them

This is the step that actually reaches people.

1. Tap ☰ → Company setup → People (or Company → People at the company).
2. Everyone who has no account yet is tagged not joined yet. Tap ⋯ on their row → Send invitation. That creates their account and emails them a link to activate it.

They do not need to be on a team to be invited. You can also invite from a team: open it, tap the gear, and tap Invite beside anyone tagged Pending.

Change things later

Setup is not a one-off. ☰ → Company setup opens every part of it again.

• About the company — read what Snubbas knows and edit it.
• People — add, invite, or Remove from company (⋯ on their row). Removing takes someone off the list and every team, and keeps their own account and history.
• Teams — create more.
• Go through setup again — from the start, with a new conversation about the company.

To change who leads a team, open the team, tap the gear, and tap Change under Team leader. Anyone on the company list can take over, including someone who has not joined yet; the previous leader stays on the team.

Set the direction

Two levels, and they surface in different places.