Overview
This guide walks you through the key steps to set up your Custr system.
We recommend completing each step in order to ensure everything is configured correctly.
Note: Custr can be used in different ways depending on your modules and edition.
Check-In is typically used on a dedicated iPad
Deliveries and Items are managed via the dashboard and/or Companion App
The Companion App may also support Check-In depending on your setup or license
Setup Checklist
1. Add your employees
Add employees to your directory so they can receive notifications and access the system.
👉 See: Adding Employees
2. Set roles and permissions
Control what users can see and do within the platform.
👉 See: Roles & Permissions
3. Enable account access
Give selected employees access to log into the dashboard.
👉 See: What is Account Access?
4. Set up how you will use Custr
Custr can be used in different ways depending on the modules and edition you are using:
Check-In (Visitor Management)
Check-In is typically set up on a dedicated device:
Install the Custr app on an iPad
Add the device to your dashboard
Configure your check-in settings
👉 See: Devices Setup
Optional: RFID Check-In
If your organisation uses RFID:
Connect your RFID reader
Test check-in functionality
👉 See: Setting Up an RFID Reader
Using the Companion App
The Custr Companion App (mobile) allows you to manage activity on the go.
Depending on your edition:
Professional, Education, and Care editions
→ The Companion App can be used alongside Check-InBusiness edition
→ Check-In is primarily managed through a dedicated iPad device, and does not include the use of the Companion App
Deliveries & Items
These modules are managed using:
The Custr Dashboard
The Custr Companion App (mobile)
No fixed device setup is required.
5. Configure notifications
Ensure the right people are notified when activity happens in your system.
Notifications can be triggered by:
Visitor arrivals
System alerts
Deliveries
Item assignments or reminders
👉 See: How Notifications Work
6. Start using your modules
Once setup is complete, you can begin using your selected modules:
Custr Check-In for visitor management
Custr Deliveries for managing deliveries
Custr Items for tracking items
Next Steps
Your system is now ready to use.
For more detailed guidance, explore each module section in the help centre.