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Company Setup

Sign in for the first time​

Open OpenATS and sign in with your email and password.

  • If you set OpenATS up yourself, use the Super Admin you created at the end of make setup (or with make admin).
  • If someone else set it up, a Super Admin creates your account. You either receive an email with a link to choose your password, or they give you a password directly.

There are no default credentials, and nobody can sign themselves up. If you have forgotten your password, select Forgot password? on the sign-in page. How accounts, roles and passwords work is explained in Sign-in and users.

Complete the required company setup​

After your first successful sign-in, OpenATS sends you to Settings > General. This is required setup, not an optional profile page. You cannot continue to the rest of the dashboard until you save the company profile and create at least one department.

The setup gate checks two things:

  1. A company profile exists.
  2. At least one department belongs to that company.

Only Settings > General remains available while either item is missing. This ensures that jobs always have an organization and department to belong to.

1. Enter the company profile​

In the Company Profile section, complete the required fields:

  • Company Name: the organization name used throughout OpenATS.
  • Contact Email: a valid email address for company contact and public hiring information.

The following fields are optional, but adding them gives your careers page and job listings more useful information:

  • Website: include the full URL, such as https://example.com.
  • Phone: the company contact number.
  • Address: the company or hiring office address.
  • Tagline: a short description shown on the careers page. It accepts up to 500 characters.
  • Company Logo: upload a PNG, JPG, WebP, GIF, or SVG file up to 5 MB.
  • Company time zone: interview times and other dates in emails to candidates are written in this time zone. It starts on your browser's own zone; check it is where your company works, such as Asia/Colombo.

Select Create when the profile is new, or Save when updating an existing profile. Wait for the success message before moving to departments.

2. Add a department​

In the Departments section, select Add Department, enter a department name, and select Add. For example:

Engineering

Create every department that will own jobs, such as Engineering, Product, Design, Marketing, or People Operations. A department only needs a name. You can edit or delete departments later, but a department assigned to an existing job cannot be deleted until those jobs are reassigned or removed.

Once the company profile and at least one department are saved, the setup gate is cleared. OpenATS will take you to the normal dashboard on the next navigation.

If you are redirected again​

Being sent back to Settings > General means one of the required setup checks is still incomplete:

  • The company profile was not saved successfully.
  • The company name or contact email is missing or invalid.
  • No department has been created yet.
  • The session is connected to a different database than the one where setup was completed.