Getting started

A 10-minute tour from sign-in to your first invoice.

A whirlwind tour. Each step links to a longer guide if you want details.

1. Sign in or sign up

If your team already has an organisation, ask an Owner or Admin to invite you , you'll get an email with a link.

If you're starting fresh, sign up at the home page and you'll be prompted to create your first organisation.

2. Add your team

Head to Dashboard → Members → Add Member and either:

• Invite an email address, the person sets their own password through an emailed link.
• Create a user directly with a temporary password, they're added to the org immediately.

Both flows are explained in Inviting vs creating users.

3. Pick (or build) your roles

Each member you add needs a role. The five built-in roles (Owner, Admin, Manager, Member, Developer) cover most teams. If you need more control, see How roles work for creating custom ones.

4. Set up your CRM

A typical sales-to-cash flow:

1. Create a client, the company you're working with.
2. Create a lead if you're still chasing the deal.
3. Create a project for the work you'll do.
4. Create tasks inside the project and assign them to your team.
5. Send an invoice when work ships.
6. Record the payment when money lands.

5. (Optional) Connect via API

For programmatic access, generate a key at Dashboard → Developer, or open the API reference and click Generate test token for a one-hour key you can play with right in the browser.