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Getting started
- Create your workspace. Sign up with your email or Google account and enter your company name.
- Set up your company. Under My company, add your logo and pick the base currency for reports.
- Invite your team. Under Team, create an invite link for each role (Director, Manager, Sales or Member) and send it to your colleagues.
- Turn on MFA. Directors are asked to set up multi-factor authentication on first sign-in.