Help Center / Getting started / Your first steps in a new account
Your first steps in a new account
A new account starts empty. The Get started list on your dashboard walks you through the first few things to set up.
A new account has no example data in it. Your dashboard shows a Get started list with the first steps for the products you have. Each step ticks itself off when you do it.
A good order:
- Company details: open Account, Company and team, and check your company name, time zone, currency and how you write numbers.
- Invite your team: on the same page, invite people and choose a role for each product.
- Protect your sign-in: under Account, Security, set up an authenticator app.
- Set up the product you came for: add a contact in the CRM, a service in Scheduling, a project in Project Management, or a customer in Invoicing.
Each product also has a short walkthrough the first time you open it.
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