Onboarding and Setup

🚀 Getting Started with Hiro

• Start Here: Setting Up Your Organisation in Hiro
• User Setup
• Customise Branding of Hiro Generated Documents
• First Steps with Projects
• Setup Company Documents (e.g., Insurances, Certifications)
• Access Hiro on Your Mobile Phone

🧩 Segmenting Data for Reporting

• Managing Business Units with Departments
• Managing Multiple Office Locations with Branches

👥 User Management

• Create a User Account
• Privileges - who can access what in Hiro
• Updating a User’s Email Address
• Delete a User Account
• Reactivate a User Account
• Reset your Password

🧾 Billing & Subscription

• Introduction to Billing in Hiro
• Download Invoice PDF for Hiro Subscription
• Change Email Address Where Hiro Subscription Invoices are Sent

🔔 Notifications

• Notifications - explanation of each type

🔄 Data Import

• Import Users
• Import Contacts
• Import Projects
• Import Invoices
• Onboarding Mid-Project: How to Record Previous Invoicing So Budgets Are Accurate
• Import Timesheets

🔐 Microsoft 365

• Enable Microsoft 365 Sync
• Check if You Are a Microsoft 365 Global Administrator

💰 Xero Integration

• How does Hiro work with Xero?
• Link Hiro to Xero
• Setup what invoicing data Hiro and Xero communicate
• Trial Xero integration without using production financial data

🔄 Xero Connection Management

• Reconnect Hiro to Xero if the Company Shows “Already Connected”
• Switch from one Xero company to another
• Disconnect Hiro from Xero