Supa Quickstart: Invite Your Team and Run First Checks

Learn how to create your Supa account, set up your organization, invite team members, and complete your first GPS-verified checklist in 4 steps.

This quickstart walks you through setting up Supa from scratch. By the end, you’ll have your organization configured, your team invited, and a GPS-verified checklist completed in the field.

Frontline workers complete tasks using the Supa mobile app, available for iOS and Android. Make sure your team downloads the app before they start completing checklists.

Setup steps

1. Create your account

   Go to app.allsupa.com/signup and create your account. Your 14-day free trial starts immediately — no credit card required.

   During sign-up, choose your role (for example, Operations Manager or General Manager) so Supa can tailor your onboarding experience.

2. Set up your organization

   Once you’re in the web dashboard, configure your organization:

   • Name your organization — this appears in the app for all your team members.
   • Add locations — create a location entry for each site, branch, or outlet you manage (for example, “Outlet - Orchard” or “Warehouse A”).
   • Create departments — group workers by function, such as Operations, Kitchen, or Security, to control which checklists and tasks each group sees.

   You can add more locations and departments at any time. Start with the sites you want to pilot first.

3. Invite your team

   Add your team members from the People section of the dashboard. You can invite staff by email address or phone number.

   Each invited member receives a link to download the Supa mobile app and join your organization automatically. Workers use the mobile app to receive tasks, complete checklists, and submit photo proof from the field.

   Assign roles as you add people:

   Role	Access level
   Admin	Full web dashboard and app access
   Manager	Dashboard access for their assigned locations
   Worker	Mobile app only — sees assigned tasks and checklists

   Frontline workers only need the mobile app. They do not need access to the web dashboard.

4. Create your first checklist

   Go to Checklists in the web dashboard and click New Checklist.

   You have two options to build your first checklist:

   • Use AI generation — describe the process in plain language (for example, “Opening checklist for a café”) and Supa’s AI generates the checklist items automatically.
   • Upload an SOP — import an existing standard operating procedure document and Supa extracts the checklist items for you.

   Use AI generation for your first checklist. Describe your process in one or two sentences and review the output — it typically takes under 60 seconds and gives you a solid starting point to edit from.

   Once your checklist is ready, set a schedule (one-time, daily, weekly) and choose which location it applies to.

5. Assign and complete in the field

   Assign the checklist to a location or specific team member. They’ll receive a notification on the Supa mobile app.

   When the worker opens the checklist on their phone, Supa automatically:

   • Stamps their GPS location to confirm they’re on site
   • Requires live photos for steps that need visual proof — photos from the camera roll are automatically rejected
   • Records the timestamp for every completed item

   The worker submits the checklist when all items are done.

6. Review results in Analytics

   Open the Analytics section of the web dashboard to see the completed submission. You’ll find:

   • The completed checklist with each item’s status
   • GPS coordinates confirming where the worker was
   • Live photos attached to relevant steps
   • Timestamps for each item

   Use the Reports view to see compliance trends across locations over time.

What to do next

Now that you’ve completed your first checklist, explore the rest of Supa’s features:

Checklists & Audits

Learn how to build audit templates, set scoring rules, and schedule recurring checks.

Task Management

Assign one-off tasks to individuals with deadlines and photo proof requirements.

Training

Convert your SOPs into AI-powered training lessons your team completes on mobile.

Analytics

Set up dashboards to track compliance scores across all your locations.