When you create your account, Modari automatically generates two things: your organization (the entity that pays the subscription and to which invoices are issued) and your first workspace (the space where you actually operate day to day). By default both carry your name or the email you signed up with, so the first useful step is to rename them to reflect the actual name of your business.

Configure your organization

The organization configuration affects how it appears on invoices, in automated emails, and anywhere your brand is shown to third parties.

  1. Open the organization settings

    In the dashboard, switch to Organization mode using the selector at the top left of the sidebar. Then go to Settings → Organization.

  2. Edit the basic info

    Update the trade name, legal name (if different), your country's tax ID, and the address. This information will appear on the invoices you issue to your customers from the Billing module.

  3. Upload your logo

    In the Visual identity section you can upload your business logo. We use it in the welcome email sent to new invited members, in transactional emails (reminders, confirmations), and, when relevant, on invoices.

  4. Set the contact email

    Define a primary contact email. This is what your customers will see in the automated emails sent by the system (for example, appointment reminders or payment confirmations). It can be different from the email you signed up with.

Configure your workspace

The workspace is where your team works every day. It is worth spending a few minutes to set it up properly before inviting anyone.

  1. Rename the workspace

    By default the first workspace has a generic name. Change it to something meaningful —the business name if you will only have one workspace, or the branch name if you will have several (for example: "Downtown Branch", "North Branch").

  2. Set the time zone

    The workspace time zone affects how creation dates, scheduled reminders, and appointments are displayed. If your team operates in a single zone, leave it fixed. If you handle teams in different zones, leave the main location's zone and each member will see times converted to their local zone.

  3. Activate your first module

    Go to Modulesin the sidebar. You will see all available modules. Those ready to use have an "Activate" button; those in development appear marked as "Coming soon".

    If you are just starting, we recommend activating the CRM first: it lets you load your contacts and start tracking interactions from day one. Other modules like WhatsApp or Billing connect to the CRM, so having the CRM active first saves you work later.

Invite your team members

Once your workspace is configured, you can invite the people who will work with you. Each member enters with their own Modari account and sees only what their role permits.

Available roles

There are four roles, ordered from highest to lowest permission:

  • Owner: total control. Can change the subscription, delete the workspace, change the organization. Should only be one or two.
  • Admin: can activate and configure modules, invite and remove members, see all information. Cannot touch the subscription.
  • Member: can use the modules they have access to, create and edit records. Cannot invite others or change settings.
  • Viewer: read only. Can consult information but not modify it. Useful for executive profiles that only want to see reports.

How to invite someone

  1. Go to the members section

    In the dashboard, in Workspace mode, go to Settings → Members.

  2. Tap 'Invite member'

    A form opens. Enter the email of the person you are inviting and select their role. Optionally, add a personal note —it will be included in the invitation email.

  3. Wait for them to accept

    The person receives an email with an invitation link. When clicking, if they already have a Modari account, they enter the workspace directly. If not, they are asked to create one in less than a minute.

    While the invitation is pending, it appears in the members list with "Pending" status. You can resend or cancel it at any time.

Best practices

  • Start small. Activate a single module first (the CRM, usually), use it for a few days, and only when you have it mastered activate the next one. Activating five modules on the first day is the surefire recipe for abandoning the tool.
  • Define clear roles. Talk with your team about what each person will do before inviting anyone. It is easier to assign the correct role from the start than to change it later.
  • Use descriptive names.If you have several workspaces, give them names anyone can understand ("North Branch" instead of "WS-2"). It will seem obvious when you start, but in six months you will be glad you did it right.
  • Document your processes. Every time you activate a module, write a note about how the team will use it. Modari is flexible, which means there are many ways to do the same thing. Deciding on a single way avoids confusion.

What's next

With your workspace ready and your team invited, the next step is to get to know the dashboard: where things are, how to navigate, and how to take advantage of the features shared by all modules.