Activating your account
Your onboarding team issues an activation invite by email. The invite contains your tenant key and a one-time activation link that expires after 72 hours.
Warning
If the link has expired, request a new invite — never share an activation token or recovery email with anyone.
- Open the activation email and click Activate my account.
- Choose a password of at least 10 characters with mixed case and a number.
- Add a recovery email, then sign in with your new credentials.
Complete the company profile
After activation, fill in organisation settings so documents and reports carry the correct branding.
- Go to Settings, then Organisation, and add the legal name, address, tax ID and logo.
- Set the fiscal year start, default currency and time zone.
- Add the primary contact and support email shown on automated emails.
Note
Changes here apply to every PDF or email generated by the platform — keep them current.
Add branches and locations
Multi-branch teams keep one parent tenant with branch records. Inventory, registers and reports can be filtered per branch while totals roll up at the parent level.
| Setting | Purpose | Example |
|---|---|---|
| Branch name | Shown on reports and invoices | Delhi — Main Office |
| Branch code | Short reference for automation | DEL-01 |
| Address | Used on printed bills and receipts | Full street address |
| Active | Soft-switch without deleting data | Enabled / Disabled |