To finish setup, complete the setup flow that opens the first time you log in: add your company details, invite your team, then finish to unlock the rest of the platform. You can come back later to fill in anything you skip.

The first time in a new tool can feel like a lot, so the setup keeps it to the essentials and lets you skip the optional parts.

Account setup runs once per company, and only the company's admins run it. If you were invited to an existing company as a Manager, Collaborator, or View Only user, you will not see the setup flow. You land straight on your dashboard.

1. Log in as a company admin for the first time. The setup drawer opens over the platform and stays there until setup is finished.

2. Enter your company information: your company name, tax ID, and primary office address.

3. Add any extra offices, subsidiaries or related entities, licenses, or certifications. Each of these steps is optional. Click Skip for now on any of them and add the details later under Settings.

Important: Inviting a teammate emails them an invite right away. Confirm each email address before you send.

4. Invite your team and assign each person a role (View Only, Collaborator, Manager, or Admin).

5. Review your details and finish setup to unlock the platform.

Once you finish, you land on your dashboard, ready to create your first project and invite vendors. Anything you skipped is still available later under Settings. Your company information lives in Settings → Company Details, and your team lives in Settings → Employees & Invites.

Still have questions? Just reply, and we're happy to help.