How do I set up my account for the first time?

After your account is created, you will receive an activation email. Once you log in, follow these steps to configure your account:

1. Set your profile - Go to Settings > My Account to update your first name, last name, and password.
2. Add your company details - Go to Settings > Company to enter your company name and upload your logo. Your logo will appear on any PDF reports you generate and export.
3. Set your default country - Go to Settings > Preferences and select your most frequently used country (e.g., United States). This pre-populates country fields throughout the platform so you do not have to select it manually each time. You can apply this default to yourself only, or to all users in your account.
4. Invite team members - Go to Settings > Members and use the Invite Member button to add colleagues by email. See the related article on user roles for details on permission levels.

Note: There is no per-seat charge. You can add as many users as needed at no additional cost.