Okouro Docs

User guide

Step-by-step help for getting around Okouro and making it yours.

Assignments

Staff consultants on missions with a billing rate, and see what assignments drive

Manage the end customers this account bills, from prospect to customer

The staffable resource record behind every consultant

Your role-shaped home screen of stats, review queues and quick actions

Declare professional expense claims and walk them through approval to payment

Create your account, sign in, and take the first tour of the interface

Invite teammates, walk through acceptance, and recover a forgotten password

Browse, edit, and support the users of your account

Manage client engagements, their budgets, and the consultants staffed on them

Follow in-app updates on timesheets, time off, expenses and assignments from the bell

Account-wide settings for currency, timesheet cadence, time-off kinds and quote templates

Adjust your interface language and reset your password

Raise, price, and close quotations against your opportunities

The four roles, what each one sees, and how consultant profiles interact with role

Follow opportunities from first contact to won or lost on the kanban board

Compare team workload against capacity, with a forward forecast from active assignments

Understand your plan quotas and features, and manage the subscription

Request time off, and how approvals shape your staffing capacity

Declare, submit, and review work days on a per-period basis

What Okouro is and how this user guide is organized