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Getting started

Sign in, find your way around, and set up your workspace.

Getting started

This guide takes you from your first sign-in to a running workspace. Most businesses are set up within a single working day.

1. Sign in

Open the BizFlow web app and go to Sign in. BizFlow uses Clerk authentication:

  • Use the username and password provided by your tenant administrator.
  • You will land on the dashboard (web) or the portal for your role (mobile).

If your account is not yet assigned to an organization, you will see an organization selection screen. Pick the organization you work for. If you are not assigned to any, ask your tenant owner.

2. Find your way around

The sidebar (web) lists every module you have permission to use, grouped into areas:

  • Overview — the dashboard
  • Admin — financials, sales and documents
  • Shop — point of sale, products and orders
  • Projects — projects and tasks
  • Tools — tool directory, rentals, requests
  • Fleet — vehicles, trips, fuel, maintenance
  • Human Resources — payroll, people, attendance, leave
  • Director — user management
  • System — AI assistant

Modules you do not have permission to see are hidden. If a module is missing, check Roles & permissions.

3. Set up your workspace

Work through these in order:

  1. Settings — set the general, financial, HR and POS settings for your organization (menu: Settings).
  2. Banks — add your bank accounts so payments can be matched.
  3. Categories — set up income and expense categories; budgets and reports rely on them.
  4. People — add your employees, freelancers and trainees, then assign departments and institutions.
  5. Products & catalog — add products, combos and categories before using the POS.
  6. Users — add users and assign roles so your team can sign in.

4. Run your first day

  • Create your first quotation and convert it to an invoice.
  • Record expenses as they happen.
  • Check your team in via attendance (web or mobile).
  • Close the day by reviewing the dashboard and the transactions ledger.

5. The mobile app

Your team works on the BizFlow mobile app. See the Mobile overview for roles, check-in, payslips, trips and offline behaviour.

Next steps