Help center
Step-by-step guides for every role in your firm. Screen names in these guides match the navigation in Stafio: My Week, Log Hours, Projects & Plan, SOWs & Estimates, Margin Report, Status Roll-up, Overdue List, Notifications, People & Hierarchy, CSV Import, CSV Export and Security & Audit.
Set up your firm
The six-step setup checklist, from MFA to your first SOW.
EveryoneSubmit weekly status
Fill in My Week on a phone or desktop and understand late flags.
Everyone, delivery leadsLog and approve hours
Log time against tasks and approve timesheets per week.
Account managersBuild and approve a SOW
Templates, estimate lines, lineage, review and approval.
Owners, financeRead the margin report
How billed, cost and margin are calculated, and who can see them.
Firm adminsSecurity and audit
SSO, MFA, sessions, the audit log and full data export.
Find your role
| If you are | Start with |
|---|---|
| Firm owner or admin | Set up your firm, People and hierarchy, Security and audit |
| Account manager | SOWs and estimates, Sending and signing, Change orders |
| Delivery lead | Projects and plans, Approving timesheets, Status roll-up |
| Consultant or contractor | Weekly status, Hours, Notifications |
| Finance | Margin report, Exports |
Need help?
Email hello@stafio.link with your firm name and what you were trying to do. For anything security-related, include the time it happened and the person's email so we can find it in your audit log.