Set up your business and team

Set up the company record before preparing customer documents, then give each employee the access needed for their work. An administrator manages business settings and users.

1. Open Settings and choose Business. Enter the business name, legal business name, email, phone, and US address in Basic details and Address. Select Save changes.
2. Review the address before generating a rental agreement. A missing company address can leave the rental company's address off the document.
3. Open Settings → Access profiles if your team needs a custom permission set. Create or review the profile for the tasks each role should perform.
4. Open Users, select New user, enter the employee's name and email, then choose Administrator or Custom profile and an Access profile as appropriate. Select Register user.
5. Check the User list for the new user and review their role and status. Ask them to log in and confirm access before assigning customer or financial work.

Note: The company form for US accounts uses state and ZIP code fields. If you see tax ID, postal-code lookup, or tax controls for another country, contact support to check your account's region. User capacity and access-profile availability depend on the current plan. During a free trial, features that rely on paid third-party services may be unavailable.

Next: Add products, assets, and kits.