Costlocker guide
  • GETTING STARTED
    • What is Costlocker and who is it for
    • Registration and Company setup
    • Quick start in 5 steps
      • 1. Add People
      • 2. Create Activities
      • 3. Create Clients
      • 4. Create Projects
      • 5. Time Tracking
    • What's next?
  • Projects
    • Managing a Project
      • Creating a Project
      • Creating a Project by Duplication
      • Auto ID
      • Tags
      • Responsible People
      • Discount on the project
      • Project Billing
      • Finishing a Project
      • Exporting the Budget
      • Locking a Project
    • Recurring project
      • Creating a Recurring Project
      • Working with a Recurring Project
      • Manually Duplicating a Recurring Project
    • Types of Budgets
    • Project Detail
      • Overview
      • Report
      • Alerts
      • Cost Estimate
      • Billing
      • Rates
      • Business Reports
      • Timesheet
      • Notes
    • Project Expenses
      • Project Expenses Report
    • Billable vs. Non-Billable Hours
  • People
    • Adding people
    • User Roles
    • Activating / Deactivating a Person
    • Salary
    • Bonuses
    • Calculating an Employee's Hourly Rate
  • Activities
    • Creating Activities
    • Activating / Deactivating an Activity
  • CLIENTS
    • Creating a Client
    • Activating / Deactivating a Client
    • Setting Default Client Rates
  • Time Tracking
    • Time Tracking
  • Timesheet
    • Daily Time Entry
    • Weekly Time Entry
    • Timesheet Views
      • Summary
      • Day by Day
      • Weekly
      • Live
  • Reports
    • Company Performance
    • Report of Finished Project
    • Workload
    • Business Reports
    • Project Expenses
    • Billing
  • Profitability
  • Your Company
    • Basic Overviews
    • Alerts
    • Overhead Costs
    • Fixed and Monthly Rate
    • Calculation of Overhead Cost per Worked Hour
    • Analysis Cost Allocation in projects
  • Settings
    • My Account
    • Desktop Application
    • Company
    • Groups
    • API
  • Applications
    • MacOS Application
    • Windows application
    • iOS Mobile Application
  • Integrations
    • Integration with Make
    • API
  • Subscription
    • Trial period
    • Switching to a Paid Account
    • Subscription Settings
    • Billing email adress
Powered by GitBook
On this page
  • Account Registration
  • Creating a new workspace
  1. GETTING STARTED

Registration and Company setup

PreviousWhat is Costlocker and who is it forNextQuick start in 5 steps

Last updated 5 months ago

The process of creating a new account in Costlocker consists of two steps:

  1. Account Registration: During account registration, you will create an account under which you will log in to Costlocker.

  2. Creat new Workspace: In this context, a workspace refers to our firm's working environment. We then invite colleagues and employees to the account who will be working on the projects.

Account Registration

To start using Costlocker, you first need to register. You can do this on the registration page.

By filling in the registration details and choosing a password, you can now complete the registration.

We recommend choosing a strong password! The information you will be working within Costlocker is very sensitive.

After a successful registration, you will be prompted to create your company.

Creating a new workspace

On the next screen, you will be prompted to create a workspace

You will choose the name of your company or team, followed by the country in which you operate.

Based on the selected country, the correct currency, date format, and other basic information will be set. These details can be edited later in the settings.

After successfully creating the workspace, you will be redirected to the application.

Once the workspace is created, your 30-day trial period will automatically begin, allowing you to use Costlocker for free and without any limitations.

You can then decide whether to switch to the paid version. All data from the trial period will remain available to you.

If you have any questions, please don't hesitate to contact our support at support@costlocker.com.

Costlocker registration form
Registration form
Create new workspace in Costlocker
Create new workspace