Initial Configuration

Company profile

Each tenant works with company-scoped data. Administrators maintain company identity and operating details in company/settings areas of the application.

User Management

Basic configuration

System Settings cover company-wide options such as uploads, financial year status, and integration credentials. These are documented in the existing System Settings reference.

Open the System Settings reference

Dashboard Overview

User creation

After the first admin exists, create additional users and assign job roles before inviting the wider team.

Creating users

Initial settings checklist

• Confirm the company record and branding where the product allows it
• Set or confirm the financial year
• Create baseline roles (admin, sales, finance, HR) as needed
• Enable only the modules your company is entitled to use
• Connect messaging channels only after users and permissions are in place

Multi-company setup guide

Steps

1. Sign in to Smart Business 360 at the application host.
2. Open the Getting Started module for this task.
3. Follow the fields and actions described in the sections above.
4. Save or confirm, then verify the result on the list or detail screen.

Expected result: The operation completes without errors and data reflects your changes.

Troubleshooting

• Confirm you are in the correct company context.
• Verify your role includes permissions for this module.
• Refresh and retry. If the issue persists, contact support with the screen URL.

FAQ