Welcome to Ruddr! In an effort to help our new workspace admins navigate their way through setting up workspaces, we present this Guide to Setting up Your Workspace. In this article, you will see a recommended sequence of steps that you can take to get your workspace up and running, to invite members into your workspace, and to kick off your organization’s use of Ruddr for managing your professional services business. In this guide, we will walk you through the following:Documentation Index
Fetch the complete documentation index at: https://help.ruddr.io/llms.txt
Use this file to discover all available pages before exploring further.
1. Getting Started
Learn Ruddr basics. Get familiar with the user interface, your account, and the concept of Ruddr workspaces.
2. Workspace Administration
Set up your workspace according to how you run your business. This guide will give you exposure to the various facets and features of the workspace and give you an idea as to how to step through workspace administration, including Security Roles, Integrations, and Custom Data.
3. Data Import
Do you need to import historical time data or client/project data into your workspace? We will point in you in the right direction and give you a primer before jumping into the key data entities within Ruddr.
4. Clients
Learn how to set up clients, provide contacts, and more.
5. Projects
Projects are where it all comes together. Learn how to set these up for clients and provide project-specific settings.
6. Time Entry
Learn the basics of time entry, what your team will be capturing in terms of time detail, and explore how easy Ruddr makes it for your members to use a timer and enter their time. You will also learn about Timesheets, and approval workflow.
7. Expenses
Get into the details of filing expense reports in Ruddr, approvals, and reporting.
8. Resourcing
Take a run through the Resourcing feature in Ruddr — how to allocate resources.
9. Billing
Ruddr can be the primary Billing center for your business. Take a look at how Invoicing works and understand the integration with financial packages.
10. Invite Members
The last step in taking your Ruddr workspace live.