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This guide is for the first administrator configuring AquaOps for a real organization.

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Outcome

When this setup is complete, your team should be able to:
  • sign in with the correct permissions
  • see the correct locations and pools
  • log chemistry and maintenance activity
  • rely on status badges that reflect your actual thresholds
1

Configure the organization

Update the organization name and default timezone.
2

Add locations

Add each physical facility site.
3

Add pools

Add pools under those locations.
4

Configure chemical profiles

Set each pool’s chemical profile.
5

Decide your permission sets

Write down the staff categories your organization needs and which permission keys each one gets — there’s no separate role-configuration step.
6

Create users

Create users and check off their permissions directly.
7

Start logging operations

Begin logging chemical records and maintenance logs.

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1. Configure the organization

Go to:
You can update:
  • organization name
  • default timezone
Use the organization timezone as the baseline for all facilities unless a location needs its own timezone override.

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2. Add locations

Go to:
Each location currently supports:
  • name
  • address
  • timezone
  • active/inactive state
Recommended practice:
  • use the real facility name
  • enter a usable mailing or street address
  • set the correct timezone explicitly if the location differs from the organization default

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3. Add pools

Go to:
Each pool currently supports:
  • location
  • name
  • type
  • gallons
  • active/inactive state
Recommended practice:
  • create one pool record per body of water that needs separate chemistry tracking
  • use clear names such as Lap Pool, Therapy Pool, Wading Pool, or Spa

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4. Configure chemical profiles

Go to:
Open each pool and configure:
  • ideal minimum and maximum
  • alert minimum and maximum
  • closure minimum and maximum
  • whether each field is required
These thresholds control:
  • record status badges
  • future alert behavior
  • closure-required behavior for regulated values

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5. Decide your permission sets

There’s no separate roles page to configure — permissions are checked off directly per user in the next step. Before creating users, decide (outside the app, in a doc your team keeps) what a few staff categories should be able to do, for example:
  • Admin — org:manage (the wildcard — grants everything)
  • Manager — chemical records and maintenance logs (view/create/edit/correct), compliance:manage, form_submissions:manage
  • Operator — chemical records and maintenance logs (view/create)
See Users and Roles for the full permission key reference.

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6. Create users

Go to:
For each user:
  • enter name
  • enter email
  • check the permission keys for their category
  • select which locations they can access
The app creates a temporary password and shows it once. Copy it immediately and share it securely with the user.

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7. Start logging operations

After the structure is in place:
  • operators can log chemical records
  • staff can log maintenance activity
  • managers can review pool status from the dashboard and record pages

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Suggested screenshots

  • organization settings
  • locations setup
  • pools setup
  • chemical profile setup
  • add user dialog with the permission checklist