Create Your Workspace
1. After signing up, you will be prompted to create your first workspace.
2. Enter your business name, select your industry, and choose your timezone.
3. Upload your company logo (recommended size: 512x512px, PNG or SVG).
4. Click "Create Workspace" to proceed to the dashboard.
You can create multiple workspaces later from the workspace switcher in the top-left corner of the navigation.
Configure Business Details
1. Navigate to Settings > Business Profile.
2. Fill in your legal business name, address, tax ID, and contact information.
3. Set your default currency and date format preferences.
4. Add your business registration number if applicable.
5. Save your changes.
These details will appear on invoices, contracts, and other client-facing documents.
Invite Team Members
1. Go to Settings > Team Members.
2. Click "Invite Member" and enter their email address.
3. Assign a role: Owner, Admin, Member, or Viewer.
4. Optionally restrict their access to specific projects or clients.
5. Send the invitation.
Team members will receive an email with a link to join your workspace. You can manage pending invitations from the same page.
Customize Your Environment
1. Visit Settings > Preferences to set your default views and notification preferences.
2. Configure your email notification frequency (real-time, daily digest, or weekly summary).
3. Set up keyboard shortcuts from the Command Bar (press Ctrl+K / Cmd+K).
4. Choose your preferred color theme if available.