Getting started
Sign up, set up your workspace, invite your team and find your way around.
How Plainstamp worksThe one-page idea behind Plainstamp: people send things in, the right person approves them, and everything stays on record.Create your accountSign up with your email, Google or Microsoft, confirm your email address and get to your workspace.Sign in, sign out and reset your passwordHow to sign in with email, Google or Microsoft, what the two-step code is, how to sign out and how to choose a new password if you forgot yours.Set up your workspaceName your office, work through the "Get your office set up" checklist on the Overview, and try the sample office.Find your way around PlainstampA two-minute tour of the screen: the menu on the left, the Overview page, the New button and the phone layout.The Overview pageWhat each card on the Overview means, who sees which cards, and how a Worker's My work page differs.Invite your teamThe quick way to bring people into your workspace, and a one-table summary of what each role can do.Search for anythingFind tasks, transactions, bills and vendors by name, invoice number, description, category or date, and save searches you use often.The Notifications pageWhere Plainstamp tells you about requests, decisions, mentions, assignments and bills due, and how to mark them read or clear them.Switch between workspaces or add anotherBelong to more than one workspace, switch between them from the top of the menu, and create a new one for a second business or client.Completed items and the Activity logWhere finished tasks, reconciled transactions and paid bills go, how to reopen one, and how to read the workspace's permanent history.Start here if you're an owner or adminA first-week plan for the people who run the workspace: set it up, invite the team, decide who approves what, and handle requests.Start here if you're an employeeHow to send in receipts, bills and tasks, follow your requests and get paid back for what you spent.Start here if you're a workerYour jobs in one place: see what's due, tick tasks off, add photos and comments, and ask for new tasks.Start here if you're an accountantFor outside bookkeepers and CPAs: what you can see, how to comment and download, and how to work with several client workspaces.