Revised:
1. Create your account
Open registration, complete the offered sign-in method and any required email verification. Use your own account; do not share another colleague’s credentials.
2. Create or join a workspace
Follow company creation if you are starting a new business workspace. If you were invited to an existing company, accept that invitation instead of creating a duplicate workspace.
3. Review company settings
Open Settings and enter the company details, warehouse sites and sales price defaults. Save, leave the section and return to verify the saved values.
4. Invite colleagues
Give colleagues the roles required for their tasks. Owner or administrator actions are not available to every warehouse or sales user.