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After installing ITMKit and logging in for the first time, follow these steps to configure the system before inviting your team.

Step 1: Change the Admin Password

  1. Click your name in the top-right corner → Change Password.
  2. Enter the current password (changeme) and set a strong new password.
  3. Click Save.

⚠️ Do this before creating any other users.

Step 2: Add Your Site(s)

Each physical location you manage is called a Site (or Hotel) in ITMKit.

  1. Go to Admin → Hotels / Sites.
  2. Click Add Site.
  3. Fill in:
  • Site Code — short unique identifier, e.g. NYC01 (cannot be changed later)
  • Site Name — full display name, e.g. New York Office 1
  • Organization Name — your company name (shown in reports)
  1. Click Save.
  2. Repeat for each site you manage.

📸 [Screenshot: Admin → Hotels list]

📸 [Screenshot: Add Site form]

Tip: The Site Code is used internally to scope all data. Choose something short and meaningful — HQ, LON01, SIN02, etc.

Step 3: Configure Role Labels (Optional)

By default, ITMKit uses the role names Manager, Supervisor, and Staff. You can rename these to match your organization’s terminology.

  1. Go to Admin → Settings.
  2. Find the Role Labels section.
  3. Enter custom names (e.g., “IT Lead” instead of “Manager”).
  4. Click Save.

These labels appear throughout the interface and in exports.

📸 [Screenshot: Settings — Role Labels]

Step 4: Create Your First Users

  1. Go to Admin → Users.
  2. Click Add User.
  3. Fill in:
  • Username — used for login
  • Full Name — displayed in tasks, rosters, and reports
  • Password — user can change after first login
  • Role — Manager, Supervisor, or Staff
  • Assigned Sites — select which site(s) this user can access
  1. Click Save.
  2. Repeat for each team member.

📸 [Screenshot: Add User form]

System Admin accounts have access to all sites and the admin panel. Create these accounts sparingly — one per IT administrator is sufficient.

Step 5: Set Role Permissions (Optional)

ITMKit comes with sensible default permissions for each role. If you want to customize what each role can do:

  1. Go to Admin → Role Permissions.
  2. Select a role (Manager, Supervisor, or Staff).
  3. Toggle permissions on or off for each module.
  4. Click Save.

Individual users can also have permissions that override their role — managed under Admin → Users → [user] → Permissions.

📸 [Screenshot: Role Permissions table]

Step 6: Configure Shift Types (Roster Module)

If you plan to use the Roster module, set up your shift types before publishing any schedules.

  1. Go to Admin → Shift Types.
  2. Review the default shifts (D = Day, N = Night, etc.).
  3. Add, edit, or remove shift types to match your schedule.
  4. Assign a color to each shift for easy visual identification.

📸 [Screenshot: Shift Types list]

You’re Ready

Once you’ve completed these steps, ITMKit is ready for your team to use. Share the access URL (http://[server-ip]:8000) and credentials with your staff.

Next Steps

→ [Creating and Assigning Tasks]
→ [Setting Up Your Inventory]
→ [Publishing a Roster]

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