First Steps
What to do after you sign in for the first time — setup, approval, and adding your first payees
After you sign in for the first time (see Signing In), you land on your Dashboard. What happens next depends on whether you started a brand-new company or joined one a teammate already set up — but the shape of the work is the same either way: finish company setup, submit it for approval, and start adding payees. You don't have to do these in strict order, and only one of them — running payroll — actually waits on anything.
Getting approved only unlocks payroll. Setup, payees, packets, and reports are all available immediately — there's no reason to wait on Greenroom before you start adding your cast and crew.
What a brand-new company sees
If you just created your company, your Dashboard opens with two things:
- A banner: "Finish company setup, then submit for review" — Greenroom approves your company before payroll unlocks, but everything else is ready to use now. Click Go to company setup to jump straight there.
- An empty state: "Let's get [your show] ready for payday" — add your cast, crew, and vendors; union rules are already loaded. Click Add payees to start.
Step 1: Complete company setup
Open Company setup from the Dashboard banner, or from the sidebar (it appears there automatically until your company is approved). Setup is five stages, shown as a numbered checklist — click a stage to expand it inline, fill it in, and it checks off:
| Stage | What you're confirming |
|---|---|
| Production info | Company name, FEIN, and business address |
| Pay schedule | Pay frequency and starting check number — managed from Settings → Company |
| Unions on this production | Which unions apply, or confirm the production is non-union |
| Bank & checks | The funding account for payroll, encrypted at rest |
| Payroll provider | The authorized signer for Check, our payroll partner, plus their hosted onboarding |
The page header tracks your progress as "X of Y stages complete." Once every required stage is done, Submit for review lights up — before that, it's disabled with a tooltip explaining what's still missing. (The Payroll provider stage only counts as required if Check is connected in your environment; otherwise it's shown but doesn't block submission.)
Step 2: Submit for review
Once setup is complete, click Submit for review. Your Dashboard banner and the status chip in the top bar update to "Submitted — Greenroom is reviewing your company." If Greenroom requests changes instead, you'll see their notes right on the Company setup page — address them and resubmit. Once approved, every approval banner disappears and Run payroll unlocks.
Step 3: Add your payees
You don't need to wait for approval to do this — add payees as soon as you're ready, from the Payees section. Either fill in a payee's information yourself, or send them a link to do it themselves; either way they move through the same guided flow and land on an explicit choice near the end: finish it yourself, or send the rest to them. See Payee Onboarding for the full walkthrough.
Step 4: Invite your team
If you're not running this alone, invite teammates from Settings → Team. Every teammate gets a one-time temporary password shown once in a confirmation dialog — share it securely, since it can't be retrieved again. This is covered in more depth in Signing In.
Role-specific notes
Company managers — the role every invited teammate gets — have full access inside the company: setup, payees, payroll, reports, and team management. There's one role for everyone on your team; Greenroom doesn't currently offer narrower, view-only, or payroll-only permission levels within a company.
Super admins are Greenroom's own staff, not a role your team uses — they review and approve companies platform-wide and maintain the underlying union rules.
Getting help
There's no in-app help widget today. If you run into something this documentation doesn't answer, reach out to your Greenroom contact directly.
Next steps
Once setup is submitted, explore Navigation and Interface to get oriented, or head to Payee Onboarding to start building your roster while you wait on approval.