Start with a clear workspace foundation
Your workspace is the shared operating home for your organisation. Confirm the business identity, locations, contact details, time zone, currency, tax settings, and industry profile.
Invite your implementation team
- Invite the owner or accountable manager.
- Add operational and finance leads who will validate workflows.
- Assign roles based on responsibilities rather than job titles.
- Ask every invited user to secure their account.
Choose the first workflows
Most teams start with customers, products or services, sales, billing, staff, and reporting. Configure and test one complete workflow before expanding.
Prepare for launch
- Import or enter essential business data.
- Test permissions with non-administrator accounts.
- Run a representative transaction from start to finish.
- Agree on who owns daily checks and exceptions.