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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 roles
  • 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

Create roles

Define the access patterns your team needs.
6

Create users

Create users and assign roles.
7

Start logging operations

Begin logging chemical records and maintenance logs.

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1. Configure the organization

Go to: 
Settings > Organization
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: 
Settings > Locations
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: 
Settings > Pools
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: 
Settings > Chemical Records
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. Create roles

Go to: 
Settings > Roles
Roles currently use freeform permission keys. Permissions are entered one per line or comma-separated. Examples from the demo environment:
  • chemical_records:view
  • chemical_records:edit
  • chemical_records:create
  • chemical_records:view_own
  • alerts:view
  • forms:view
  • forms:export
  • form_submissions:create
  • form_submissions:view
  • * for full admin access
The built-in admin role name is protected and cannot be renamed.

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6. Create users

Go to: 
Settings > Users
For each user:
  • enter name
  • enter email
  • assign one or more roles
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
  • roles and users setup