Getting started
Getting started
What to set up first, who to bring in, and what each of them should be able to change.
If you are new to Vendorica, work through these in order. The first one matters most: a couple of decisions taken up front save a great deal of reclassifying later.
- Your first 30 minutes
What to set up first, and in what order
- Inviting your team
Getting colleagues in, and what they can change
- Roles and permissions
How access works, and how to change it
- Finding your way around
The sidebar, the command palette, and links that work
- Setting up your organization
The settings worth changing before you load data
- Importing your data
Bringing your existing registers in, safely
- Signing in securely
Two-factor, recovery codes, single sign-on