Find the company
Use Companies House lookup where available, then confirm the organisation name, company number and trading details.
Onboarding guide
Create a workspace with the right first calendar.
Onboarding collects the information needed to create a practical starter calendar. The prompts support organisation and evidence tracking; they are not legal advice.
Recommended flow
Set the profile
Add key dates and operating signals such as VAT, premises, website, CCTV, personal data and subcontractor use.
Review before saving
Check the profile before the workspace and starter calendar are created.
Continue or restart if interrupted
If the browser closes or the connection drops before the final save, return to onboarding and use the saved setup banner to continue or start again.
Start the routine
Open the dashboard, review generated tasks, assign owners and upload evidence as work is completed.
What the setup answers do
The answers help Obligary decide which starter tasks and date anchors are useful.
- Incorporation, accounts and confirmation statement dates help create due-date based tasks.
- Operating signals help include useful prompts and hide irrelevant starter items.
- Employee count helps surface people, policy and health and safety prompts where useful.
- The profile can be edited later from organisation settings if the first setup needs refining.
After setup
The first calendar should be reviewed before the workspace becomes busy.
- Open the calendar and check which generated tasks need owners or due dates.
- Mark tasks not applicable only when your organisation has decided they do not apply.
- Invite users once you know who should manage work, upload evidence or view reports.
- Use reports after the first tidy-up so the status picture is clear.
Interrupted setup
Onboarding autosaves setup progress to the user account, with a browser draft kept as a fallback while the user is typing.
- Use Continue saved setup to restore the saved step and answers.
- Use Start again if the saved answers are out of date or belong to the wrong setup attempt.
- The setup session is marked complete after the workspace and starter calendar are created.
- If account autosave is temporarily unavailable, the browser draft still protects the current device until the connection returns.
Related guides
Important boundary
Obligary supports organisation and evidence. It does not replace professional judgement.
Use Obligary to manage tasks, owners, reminders, documents, evidence and reports. Your organisation remains responsible for deciding what applies and taking legal, regulatory or certification advice where needed.