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All CollectionsPlatform Setup Guide
Step 2: Set up your platform

Step 2: Set up your platform

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Written by Support
Updated this week

There are multiple things you have to do, to ensure that your Moss platform can be used successfully and is running smoothly.

Below we've listed each step needed, including links to separate help center articles for additional details.

Assigning owners to tasks

There might be different people involved and responsible in setting up Moss internally. Hence, as part of our product onboarding experience, we allow you to assign specific tasks to the right people.

  1. Select which task you want to assign to someone via the onboarding checklist in the web app

  2. If the assignee is already a user of Moss, you select them in the drop-down menu, and they will receive an email notification telling them that they've been assigned to the task and what they need to do.

  3. If the assignee is not yet invited to Moss, you can invite them within the task assignment flow. They will then receive both an invitation email and a notification telling them what they're asked to do.

As an administrator of Moss, you would still be able to complete the tasks yourself if needed, even after assigning it to someone else. You will also be able to track progress of the Moss platform setup in-app, as well as receive timely notifications on the progress you are making!

1. Connect a bank account

Note: If you are a credit customer you can skip this step and continue with step 3.

Debit customers need to connect their Moss account to make sure that they are able to top up their Moss platform.


2. Top up the Moss wallet

There are two ways to top up your wallet:

  • Deposit manually (SEPA transfer from your bank)

  • Pay via open banking


3. Connect your HR software

Note: If you don't want to connect your HR software you can skip ahead to step 5.

If you are using an HR software you can connect it to Moss and enjoy all the benefits of automation that come with it.


4. Invite your team to Moss

Use Moss to its full potential and invite all your colleagues to use it. There are multiple ways on how this can be done.


5. Set up teams & departments

To make sure that you can set up efficient approval flows and you need to structure your colleagues into teams and departments.


6. Set up approval rules

Finally, you need to set up your approval rules to make sure that all approvals are routed correctly in Moss


7. Connect your accounting software or ERP

To ensure that you can easily export everything into your accounting software you need to connect it with Moss.


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