User guide › Start here
Sign up and sign in
Create your organization, sign in, and get back in if you forget your password.
Create your organization
- Step 1: On the sign-in screen, choose Sign up and enter your email address.
- Step 2: Type the 6-digit code we email you.
- Step 3: Enter your name and a password. Your username is filled in from your email; you can change it now, but not later.
- Step 4: Enter your organization's name and details, and choose its business type: Standard / General or Jewellery.
- Step 5: Review the plans and continue to the dashboard. Every organization starts on Starter.
Good to know: The business type can't be changed after sign-up, because it decides what your records can hold. If you picked the wrong one, contact support.
Whoever signs up becomes the organization's primary admin: its owner. See Users and roles.
Sign in
- Sign in with your email and password. You go straight to the dashboard.
- Sessions in a browser last 24 hours, then you sign in again.
- After several failed attempts, sign-in is blocked for a short while to protect your account. Wait about 15 minutes, or reset your password.
If you were invited
- Step 1: Open the link in the invitation email to verify your address.
- Step 2: Enter the temporary password your admin gave you.
- Step 3: Choose your own password. You're signed in.
Forgot your password
- Step 1: On the sign-in screen, choose Forgot password and enter your email.
- Step 2: Open the reset link we email you. It works for a limited time.
- Step 3: Set a new password. You're signed out everywhere else.
Passwords need at least 8 characters, including an uppercase letter, a number and a symbol.
Related
- Set up your businessThe settings to fill in before your first invoice: business details, payment details, invoice defaults, units and your team.
- Your accountYour profile, your password, and signing out.
- Users and rolesInvite your team, choose what each person can manage, and remove access when someone leaves.