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Getting started

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