Set up your workspace, invite your team, and take your first dashboard tour.
An overview of the integrated modules on one shared ledger, and who each module is for.
Choose a plan, create your company, and configure base settings before inviting anyone.
Add staff members, assign roles, and control who can see and do what.
A walkthrough of the main dashboard — what each panel shows and how to navigate the app.
Use the grouped module menus and save shortcuts that belong to your own user and workspace.
Keep operational follow-ups separate from document approval decisions.
