Setting up your account
5 articles in this section.
Account settings: branding, sending addresses and notifications
Step through setting up your branding, sending address & notification settings
Creating your Area Types and Areas
Areas are the places in your build, and they are the first thing to set up in a new account.
Creating your Selection Types
Selection types are what connect a decision to the right products.
Adding your first items
This guide gets you to enough items to see the client portal working properly, which takes about fifteen minutes.
Suppliers, companies and contacts
Companies are the businesses you deal with and contacts are the people at them. Set up your suppliers before you build your item library, because an item can only point at a suppli