The Setup Guide

When an administrator of a new company signs in for the first time, the Setup Guide opens and gets the company ready, step by step.

The steps

The checklist on top of the guide shows what is done: Company details, Country accounting, Invite your team, Products and services, Customers and First quotation. Answer the guide's questions in your own words; it fills in the company, invites your colleagues, adds your products and customers and prepares your first quotation, each time after your approval.

Open it again

Administrators find it in the user menu (your name, top right) › Setup Guide. Hide the setup guide closes it for good. Other users get a one-time welcome instead.