Each Foundation Element in Pronto plays a unique role — and understanding the basic rules behind each one will help you manage access, workflows, and reporting more effectively.
Each element impacts the system differently, so getting familiar with how they work together is key to using Pronto with confidence.
Office
In Pronto, an Office is the logical “home base” for both Users and Projects.
Here’s how it works:
1. An Office can represent a real-world location or legal entity — e.g. Pronto HQ London
2. Or it can represent a conceptual grouping — e.g. ACME Global or a department
3. You’ll typically create an Office for your primary business location as the home for your team
4. You can also set up Offices for Clients or Vendors if you plan to collaborate with them in Pronto
Setting up Offices correctly ensures secure access, organised workflows, and accurate reporting across the system.
User
1. A User can be a staff member, client, or vendor
2. Each User has an Access Profile to control what they can see:
–Default: See all Projects in my Office
–Restricted: Invite Only (can only see Projects they’re explicitly invited to)
3. A Permission Profile defines which features the User can access
4. Every User must belong to a Home Office
5. Users can be linked to additional offices using the Multi-Office setting
Setting up Users correctly ensures the right access, visibility, and functionality across your projects.
2. Each User has an Access Profile to control what they can see:
–Default: See all Projects in my Office
–Restricted: Invite Only (can only see Projects they’re explicitly invited to)
3. A Permission Profile defines which features the User can access
4. Every User must belong to a Home Office
5. Users can be linked to additional offices using the Multi-Office setting
Setting up Users correctly ensures the right access, visibility, and functionality across your projects.
Master Client, Brand and Product
1. A ‘Master Client‘ represents the end customer who a project is for, e.g. Lego Group, or The Coca-Cola Company
2. A Brand represents a product-line, e.g. Lego Duplo, or Sprite, or Coca-Cola
3. A Product represents the product version, e.g. Coca-Cola Zero.
4. Every Project must be linked to one Brand and Product.
2. A Brand represents a product-line, e.g. Lego Duplo, or Sprite, or Coca-Cola
3. A Product represents the product version, e.g. Coca-Cola Zero.
4. Every Project must be linked to one Brand and Product.
Projects
1. Projects are the core workspace where all work is managed in Pronto
2. Projects are created using the Project Wizard or Job Builder — not through the Address Book
3. Each project can include Tasks, Files, Plans and Finance documents
4. Every Project must belong to a single Office
5. Projects are typically created in the Office where the work will be delivered
6. Each Project must be linked to a single Brand
7. You can invite multiple Users to a Project — this forms the Project Team
8. Project Team members have special permissions (e.g. submitting timesheets, accessing documents, or updating tasks)
9. Users from different Offices can join the same Project — making cross-office and client/vendor collaboration simple and secure
Projects bring everything together — people, files, tasks, and timelines — in one connected space.