How to: Setup Pisces

Category: How-to guide
Module: Pisces (Admin)
Audience: Internal
Owner: Mario
Version/status: v1.0 · Draft
Last changed: 2026-10-19 · TAOP#
Related: Pisces: reference · How Pisces works

Goal

Get Pisces ready for your team and clients to use. Do this once, when a new company (tenant) starts on Pisces, or when you need to redo the basics.

Before you start

• You must be an Admin in Pisces.

• Section A can only be done by the SuperAdmin account. Ask them if you are not the SuperAdmin.
• Have these lists ready:
  • Your clients and their email domains (for example acme.co.za)
  • Your staff and the job each one does
  • The client people who need to log in
  • A Microsoft Teams channel for alerts (optional)

Steps

A. Add your clients

1. Go to Admin → Clients and click New client.
2. Enter the client’s name, SLA tier, hourly rate and billing email.
3. Enter the client’s email domain, for example acme.co.za. Never use gmail.com or similar.
4. Upload the client’s logo and save. Repeat for each client.

B. Invite your staff

1. Go to Admin → Users and click Invite user.
2. Enter the person’s email.
3. Pick their role:
   • Task Force: developers and general staff
   • Support Force: project managers
   • Admin: only the people who run Pisces
4. Leave Client empty and send the invite. Repeat for each person.

C. Invite client users

1. On the same screen, click Invite user again.
2. Set the role to Client and pick their company in Client.
3. Set Product to WMS, Pedlar or both, and send the invite.

D. Set the shared settings

1. Go to Settings.
2. Under Est Types, add the job sizes your team uses, each with its usual hours.
3. Under Releases: stale thresholds, set how many days testing may take before it is flagged. Leave blank to use the default.

E. Add templates

1. Go to Templates and click to add a template.
2. Create two templates named exactly 48 hours hold and 48 hours closed. Pisces uses these names to hold and close quiet tickets.
3. Add any other templates your team often needs.
4. Go to Templates · Groups and add a template for each pipeline. Name it Product — Pipeline, for example WMS — Build.

F. Route new work automatically

1. Go to Admin → Auto-assign.
2. Add a rule: pick a client and/or team, then the person who should get that work.
3. Make sure Active is on and save.

G. Connect Microsoft Teams (optional)

1. In Teams, open your channel and go to Connectors → Incoming Webhook.
2. Copy the web address it gives you.
3. In Pisces, go to Admin → Integrations (Microsoft Teams), paste it and click Save.

H. Each person, on first log-in

• Open My Dashboard and click the Task Board card to connect your Microsoft 365 mail and calendar.
• Click the settings icon on the dashboard to choose which cards you see.
• Pick light or dark mode in Settings.

Result

You know it worked when:

• Your staff and clients can log in.
• A test request gets a number like TAOP-00001.
• The test request goes to the right person automatically.
• A message about it shows up in your Teams channel.

If something goes wrong

• The invite link doesn’t work: Links expire after 48 hours. Send a new invite.
• A new role isn’t showing: Ask the person to refresh the page or log in again.
• A client sees the wrong portal: Check their Product (C3).
• Client emails don’t reach the right client: Check the client’s email domain (A3).
• Tickets are not closing on their own: Check the two template names in E2 are exact.
• The Task Board card shows an error: Ask the Pisces administrator; see the Operator runbook.
• You can’t see a menu item: It may be for Admins only. Ask an Admin.
• You can’t delete a user: Click Deactivate instead. Only the SuperAdmin can delete.

Related

• Pisces: reference: every field, setting, role and permission (to be written)
• How Pisces works: why SLA tiers, products and templates behave as they do (to be written)
• Operator runbook: technical fixes for integrations
• AdOr Documentation Foundation Guide
• Client version: How to get started on the Pisces portal