Create the workspace
Sign in and complete the organization creation flow. Use the business name your team recognizes and can distinguish from other organizations.
Review business details
Confirm the operating location, contact information and any fiscal details requested by the setup flow. Do not enter placeholder values that will later appear in business records.
Choose the starting modules
Prioritize the modules required for the first operating phase. A focused launch is usually easier to validate than enabling every workflow at once.
Set the first responsibilities
Identify who will administer users, maintain products, create sales, record expenses and review reports.
Complete readiness checks
Use the setup and production-control areas to review missing configuration before the organization begins live transactions.
Validation and responsibility
- Organization owners and administrators can access sensitive setup and security functions.
- Use real business data only after the team has agreed on the cutover date and validation process.