Step 1: Organisation Setup
When you first sign in, your organisation has already been created by your CanaryQMS account manager. You'll see your organisation name in the sidebar.
As an Admin, navigate to Settings → Configuration to review your detection thresholds and SCAR trigger settings. The defaults work well for most organisations, but you can adjust them to match your quality objectives.
Step 2: Invite Your Team
Go to Settings → Users and click Add user. For each team member, provide:
- Name — their display name in the system
- Email — used for login and notifications
- Role — determines what they can do (see Roles & Permissions)
We recommend starting with:
- 1 Admin (you)
- 1–2 Quality Managers (can approve CAPAs and documents)
- 2–5 Quality Engineers (day-to-day operations)
Step 3: Set Up Your Product Catalogue
Navigate to Products in the sidebar and add your products. Each product needs a name and optionally a SKU. Products are used to link complaints and NCRs to specific items in your range.
If you have many products, you can add them over time — they're not required to start logging complaints.
Step 4: Upload Your Key Documents
Go to Documents and upload your most critical controlled documents:
- Quality Policy
- Complaint Handling SOP
- HACCP Plan (food manufacturers)
- Any SOPs referenced in your certification scope
Documents go through a lifecycle: Draft → In Review → Approved → Effective. You can link them to training requirements later.
You're Ready
Once your team is invited and your products are set up, you can start logging complaints. Try the Quick Start guide to walk through your first quality event end-to-end.