Here are the steps to onboard:
When you are invited to Standard Metrics by your investor or by another member of your team, you will receive an email invitation. Be sure to sign up with the email address that was sent the invitation.
Note: If you try to login with an email address that has not been invited to the platform, you will be directed to a page to 'request a demo'. If you see this page, it means you are using an email address that has not been invited to the platform.
Simply click the link in the email or visit app.standardmetrics.io to log in. You can sign in using Gmail, Microsoft, or a magic link (a one-time login link sent to your inbox)—no password setup required.
Next, you will be brought into the onboarding flow. You have the option to add an accounting integration. This is entirely optional. Simply click Complete to continue on to the platform without integrating with your accounting software. You can always add/manage integrations later within Settings.
Once you are in the platform, you have successfully set up your company profile.
For more information, feel free to email our support team at support@standardmetrics.io.