The 5-Minute Launch Guide

5-minute setup guide for We360.ai — account creation, team onboarding, and agent deployment for employee monitoring.

Get your entire team tracked and monitored in under five minutes. This checklist covers the essential actions for a new account administrator.

1

Create Your Account

Register on portal.we360.ai and verify your email address. Log in as the Super Admin -- the account owner who has access to billing and all platform settings.

2

Set Up Your Organization

Navigate to Settings > Organization & Billing and configure:

• Your company name, logo, and timezone.

• Your subscription plan and seat count.

3

Create Your Hierarchy

Go to Settings > User Management and build your org structure:

• Departments / Teams -- Group employees (e.g., "Engineering", "Sales").

• Designations -- Define job roles (e.g., "Senior Developer", "Account Manager").

4

Invite Your Employees

From Settings > User Management > User Directory, invite employees by email or upload a bulk CSV. Assign each user a team, designation, and role.

5

Deploy the Agent

Navigate to the Agent Deployment Hub and download the installer for your platform. Share the installer link with your employees, or follow the Mass Deployment guide for IT-managed rollouts.

Once the agent is installed and the user logs in, data will automatically begin flowing into your dashboard.

Post-Launch Configuration

After the initial setup, configure these areas to get the most out of We360.ai:

Customize Workplace Settings

Define your standard working hours, set parameters for half-day/full-day recognition, and adjust the wellness scale to reflect your company's work-life balance targets. See Workplace Settings for details.

Set Up Productivity Mapping

Categorize applications and URLs as productive, unproductive, or neutral. Create application policies tailored to each team's responsibilities. See Productivity Settings for details.

Configure Alerts and Notifications

Set up alert rules to receive email notifications when specific conditions are met (e.g., excessive break time, use of a flagged application). See Emails & Alerts for details.

Explore Modules and Reports

We360.ai provides modules for productivity tracking, attendance, wellness, project management, and field operations. Explore the sidebar modules to familiarize yourself with the analytics available, and schedule automated email reports for recurring insights.

Introducing We360.ai to Your Team

A transparent rollout builds trust. Consider these strategies:

• Brief management first -- Managers will be integral in utilizing analytics and addressing team questions.

• Hold a company-wide meeting -- Explain what data is collected, how it is used, and the goals of the deployment.

• Share employee dashboards -- Encourage employees to review their personal analytics to foster ownership and self-improvement.

• Establish feedback channels -- Create open channels for employees to share input on the analytics and tools being used.