Getting started: the setup wizard

Registration lands on the setup wizard, not the dashboard. The dashboard of an empty CRM says nothing; three questions about how you work say what the product is for.

The three steps

1. 1Company details and the numbers every document uses: VAT rate, payment terms, hourly rate. These are defaults, overridable per line.
2. 2Modules: what you want to see. Anything switched off leaves the menu and its routes refuse — it can be switched back any time, nothing is deleted.
3. 3Colleagues: an invitation by email. Whoever accepts joins with a new or an existing account.

Can I skip it?

Yes — skipping is a banner, not a redirect. Somebody who wants to look around first can. An organisation older than thirty days is never asked again.

The VAT default applies to every new document at once. A bookshop at 5% should not have to accept 27 on every line.