Setup guide

From nothing to a working team in three steps.

RESK is provisioned, not self-served — so there is no unclaimed account holding your customer data, and no admin emailing passwords around. Here is exactly how a workspace comes to life.

  1. 01

    We create your company

    Your workspace and its first admin are set up for you — no self-signup, no unclaimed accounts.

  2. 02

    Your admin sets a real password

    The owner-chosen password is forced out on first login before any data loads.

  3. 03

    Everyone else joins by invite

    Teammates get a magic link, set their own password, and land signed in. Admins never handle a password.

Once you're in

Connect your calendar

Google or Microsoft, so meetings sync to Home from day one.

Open

Import the leads you have

Bring your current pipeline in so the first won deal starts a real project.

Open

Set roles and visibility

Decide who sees which records before the team grows into it.

Open

Want us to walk your team through it? We set the workspace up with you.