Getting Started with Colony Core

Getting Through Beta Onboarding

Step-by-step guidance for the current beta onboarding flow.

1. Request beta access: Create your access request.
2. Accept legal terms and verify your email: These steps must be completed before your request can be reviewed.
3. Wait for approval: Colony Core is working toward open beta, so current access is still reviewed.
4. Add your company: Enter company name, location, contact info, and workflow focus after your workspace is approved.
5. Set up your fleet: Add your drones (DJI M300, Mini 3 Pro, etc.) with serial numbers and current condition.
6. Invite your team: Add email addresses for teammates and assign the roles your workspace currently supports.
7. Create your first job: Click "+ New Job," then fill in client name, location, job type, and the assigned team member.
8. Start with one workflow: Jobs, flight logs, and invoicing are the usual first steps.

Create Your First Job

Jobs are the backbone of Colony Core. Here's how to create one:

1. Click "+ New Job" on the dashboard
2. Fill in:
   • Client: Name or create new client
   • Location: Address for the job site
   • Job Type: Inspection, Survey, Mapping, Marketing, etc.
   • Pilot Assignment: Select which pilot will fly
   • Equipment: Which drones/batteries to use
   • Notes: Any special instructions
3. Save. Assigned team members can review the job details from the app once their access is active.

Capture Your First Flight

Once a flight is completed, Colony Core helps you record the operational details in a structured workflow:

1. Pilot completes job and returns to base
2. Create or complete the flight log with details such as:
   • Flight duration
   • Location and mission notes
   • Weather conditions (if available)
   • Drone and battery used
   • Any follow-up compliance notes
3. Link the flight to the completed job and save the record for export or later review

Understanding Team Roles

Owner: Primary workspace administrator with the broadest account control.

Tenant admin: Team manager access for operational setup, assignment, and oversight.

User: Standard access for day-to-day workflow participation based on assigned permissions.

Advanced Integrations

Advanced integrations remain limited during beta. See Integrations for current availability language.