To get started, navigate over to the logo in the top right of your screen. Click the logo to access the dropdown. From there, click on My Account. In the left sidebar that opens on the next page, you'll find all of the tabs to get started. First, click on General Information to get started filling in all of your company information and adding your logo. See the GIFs below for the steps.
Next, if you need to add users to your account, click on Users in the left sidebar. From there, click +Add New Employee. Fill in their information and click Save.
If you need to make any changes to their role, password, etc. click on the blue action wheel to the far right of their name.
Once you click the action button, the page shown below will open up. On this page, you can manage your employees role, their permissions, and their sales goal information.
The video below is an example of how you can manage an employees "permissions" on the platform. By clicking the checkboxes you will be allowing your employee to view the information that is checked. By unclicking, you will be denying them access to that information.
For information on the next step in your set up, setting up your invoice, click here.