Logo and team

Outcome

Branding is set and teammates can be invited (or skipped for later).

Who it's for

Company admin

Prerequisites

• Company basics completed in the wizard

Steps

1. Continue Full Setup to the Logo step (optional). You can Skip and add a logo later from company settings.
2. Upload a square company logo (PNG or JPG up to 5MB; at least 200×200 recommended). It can appear on invoices, reports, and in the app. Upload Logo, or Keep Current Logo if one is already there.
3. Open the Team step. Invite colleagues who should plan or administer with you: they receive an email to set up their account.
4. Add each person with email, optional name, and role. Use Add Another Team Member for more rows, then invite.
5. If you already have a staff list, use CSV import on this step (roles can follow the listed role names, or leave role empty for the default).
6. Skip Team if you will invite people later from Settings. Next in the track: industries and services.