Your first 15 minutes in Lavori.
Everything a brand-new user needs: creating an account, setting up your organization and team, accepting an invitation, and finding your way around the app.
Create your account
Signing up starts at the signup page. Enter your work email and Lavori sends a six-digit verification code to that address. Codes expire after ten minutes, and you can request a fresh one from the verification screen if it does not arrive.
Once you enter the correct code, you finish your profile: your full name, your role (chosen from a short list such as Owner / Founder, Operations, Producer, Project Manager, Finance, Marketing, Sales, or Developer, with an Other option for anything else), and a password. After that, your account is created and you are signed in automatically.
Some Lavori instances turn public signups off. If you see a Signups unavailable message, your organization is invitation-only and you will need an invite from an administrator instead.
- Passwords must be at least 10 characters and include an uppercase letter, a lowercase letter, and a number.
- If an account already exists for your email, Lavori points you to sign in or reset your password rather than starting a new signup.
Set up your workspace
The first time you sign in, a short onboarding wizard walks you through creating your workspace. It has three guided steps shown along the top: Organization, Team, and Campaign.
First you name your organization and pick an organization type (for example Events, Software, Construction, or Hospitality). The organization is your top-level workspace; everything else lives inside it. Next you name your first team, which groups members and their work under the organization. Finally you can create your first campaign, which is Lavori's term for a project.
After the core steps, the wizard offers two optional connections: linking a Google Drive folder, and connecting Lavori's MCP integration for AI tooling. Both can be skipped and set up later. When you finish, you land in the app ready to work.
- Each organization is its own isolated workspace; data does not cross between organizations.
- A default team is created with your organization, so you are never left without one.
- You can include sample projects, tasks, and contacts during setup to see how everything fits together, then clear them later from Organization Settings.
Joining by invitation
If a teammate or administrator invites you, you receive an email with an invitation link. Opening it validates the invitation and shows which organization you are joining and the role you have been granted.
You set up your account from the invitation screen: your name, your role, and a password. Some invitations also ask you to create a new organization and become its administrator, in which case you will also name the workspace and choose an organization type before continuing.
Invitation links can expire or be revoked. If yours is no longer valid, Lavori shows an Invalid invitation message and you can return to the login page to request a new one.
Signing in
Returning users sign in with their email and password from the login page. The Keep me logged in option is on by default so you stay signed in across browser restarts; clear it on shared devices.
If your organization requires two-factor authentication, Lavori sends a six-digit code to your email after your password is accepted. You can choose to trust your browser for thirty days so you are not prompted on every sign-in, and you can fall back to a one-time recovery code if you cannot receive the email.
The app layout
Lavori has two persistent navigation surfaces: a top bar that spans the screen and a sidebar down the left edge. The main content area sits between them and changes as you move between modules.
The top bar carries the Lavori wordmark, a team switcher in the center, and global search. Over on the right are quick access to help, the AI assistant, messaging, notifications, a light and dark theme toggle, and your profile menu.
The left sidebar is your primary navigation between modules. It shows your active organization's name at the top, a Pins section for items you want quick access to, and the module links below. You can collapse the sidebar to a slim icon rail to give your content more room, and on smaller screens it tucks into a slide-out drawer reached from the menu button.
- Global search opens with the search box or the keyboard shortcut Command-K (Control-K on Windows) and searches across projects, contacts, and events.
- Pins let you bookmark specific projects, contacts, events, quotes, budgets, or invoices so they appear in the sidebar for one-click access.
- Notifications arrive in real time and clicking one takes you straight to the related project, task, shift, event, quote, invoice, or contact.
Organizations, teams, and scope
Lavori is multi-tenant: people belong to one or more organizations, and each organization contains one or more teams. What you see at any moment is controlled by your active scope, which is the combination of the organization and team currently selected.
Switch teams using the team selector in the top bar. Switching the team filters the modules that are team-scoped, such as projects, scheduling, and accounting, to that team's work. Switch organizations from the Organizations list in your profile menu in the top-right corner; Lavori remembers your last active organization and team between visits.
Roles and what they unlock
Your role within an organization determines what you can see and do. Lavori has three organization roles, and your current role is shown as a badge in your profile menu.
- Admin — full access to the organization, including settings, teams, members, and billing.
- Member — works across projects, tasks, scheduling, the directory, and accounting within their teams.
- Contractor — a focused view limited to the work assigned to them; modules like the directory and accounting are hidden.
How the modules fit together
The sidebar links lead to Lavori's core modules, which stand alone but connect where it helps. You do not have to use every one; start with what your team needs and add the rest over time.
Some modules appear only when your plan includes them. Leads and Accounting, for example, are gated behind plan features, and the AI Assistant appears when AI is enabled for your organization.
- Assistant — the AI assistant, where you can ask questions and take actions across your data in plain language.
- Home — your dashboard of widgets summarizing projects, schedule, billing, and activity.
- Projects — the home for work, with kanban boards, tasks, files, notes, and project billing.
- Events and Scheduling — events and drag-and-drop crew shift scheduling.
- Leads — lead tracking, available on plans that include lead management.
- Directory — your contacts, covering both companies and people.
- Accounting — the billing pipeline of quotes, invoices, budgets, and billable items.