Getting started as a team member

Welcome to Monograph! 🎉 If your firm invited you, these few steps get you logged in and ready to work.

1. Log in from your invitation

Your Admin sends an invitation email. Use the link in that email to log in for the first time and create your password.

Don't create your own account

Always join through your firm’s invitation. If you sign up separately, you won’t be connected to your firm’s workspace. No invite? First check your spam folder, then ask an Admin at your firm to resend it (see when an invitation doesn’t arrive).

2. Complete your profile

1. Go to Staff → Directory and open your profile.

2. Click Edit (top-right) and update your name, title, pronouns, phone, email, and profile photo.

Your permission level is set by an Admin and can’t be changed from your own profile — it determines what you can see and access.

3. Sync your calendar

Set up a Monograph calendar subscription to automatically get your project and deliverable dates in your own calendar. See Calendar & integrations for the steps.

4. Follow your Admin’s lead

Once you’re set up, your Admin will point you to next steps and usually schedule a Tracking Time walkthrough covering navigation basics, logging time, and working within your projects.

Next steps

TimesheetsLog your hours against projects and phases.

The Monograph mobile appTrack time and expenses on the go.