# Getting started with Cablefolio

Category: Getting started. Updated 2026-11-13.

Cablefolio is network and low-voltage documentation for MSPs, IT teams, and cabling contractors, and this page takes a new team from an empty account to its first documented site in about half an hour.

## How Cablefolio is organised

Everything hangs off a client: a client has properties, a property has rooms, and a room holds racks, devices, cable runs, and sub-rooms. A device has ports and links; a cable run has a cable ID, two ends, and its test readings. Photos, files, notes, checklists, and history attach to whatever they are about. Learn the layout once and every client's documentation reads the same way. See [Getting around](https://cablefolio.com/help/getting-around/).

## Document your first site

1. On the home page, press **Add client** and name the client.
2. Open the client, press **Add property**, and fill in the name, the type, and the address. Door and alarm codes go in the property's sealed **Access codes**, never in the notes.
3. Open the property and press **Add room** for each comms room, closet, or outside location.
4. In a room, press **Add rack**, then drag devices from the palette onto it, or press **Add item** for a device that is not racked.
5. Add the links between devices and the cable runs between rooms. See [Ports and links](https://cablefolio.com/help/ports-and-links/) and [Cable runs and testing](https://cablefolio.com/help/cable-runs-and-testing/).

Already have a spreadsheet or a scanner export? Import it instead of typing. See [Importing your data](https://cablefolio.com/help/importing/).

## Bring your team in

An owner or admin opens **Settings**, then **Accounts**, to add the people who will work in Cablefolio and choose each one's role: an **admin** manages accounts and reveals credentials, a **user** adds and edits but cannot delete a client or a property. Any account can be limited to one client. See [Accounts and security](https://cablefolio.com/help/accounts-and-security/#who-can-do-what).

## Get ready for site

1. Turn on a second factor for your own account in **Settings › Security**.
2. On your phone, open the property and press **Keep offline** so it is there with no signal. See [Offline](https://cablefolio.com/help/offline/).
3. Print QR labels for the rooms, racks, and devices from the property's **Labels** page, and stick each room's label by its door. See [Labels and QR codes](https://cablefolio.com/help/labels-and-qr-codes/).

## Hand it over

When the job is done, a checklist takes the customer's sign-off on site, and the property's report — as a page, a PDF, or a Word document — is the as-built handover. Give the customer a portal sign-in so they can read it themselves; portal sign-ins never take a seat. See [Reports and sharing](https://cablefolio.com/help/reports-and-sharing/) and [The client portal](https://cablefolio.com/help/client-portal/).

## More help

- [Next: How to document a client network](https://cablefolio.com/help/how-to-document-a-network/)
- [Contact support](https://cablefolio.com/support/)