A clean rollout starts with the first workspace admin. The CRM includes a guided onboarding experience (`onboarding`), workspace profile settings, branding tools, font and color controls, mail settings, and access routing that establish the workspace identity before inviting staff.
Executing the Guided Onboarding Flow
New tenant administrators are directed to onboarding upon their first successful authentication. This wizard collects mandatory metadata that populates the applied_settings table.
- Log in using the master administrator credentials provided during the SaaS provisioning phase.
- Complete the business profile form, including the legal entity name and primary operational currency.
- Select the default timezone. This value sets the baseline for the
date_default_timezone_set()calls across the application. - Click Complete Onboarding. The system purges the onboarding flag and redirects the session to the main dashboard.
Configuring Company Identity for Documents
Company settings dictate how the business appears on externally facing documents like PDF invoices, purchase orders, and quotes. These values are stored in the database and fetched during TCPDF render cycles.
- Navigate to Platform > Company Settings in the sidebar.
- Enter the Company Legal Name, Support Email, and Primary Phone.
- Fill out the full Corporate Address. This block is injected into the header of
invoice pdf. - Upload a high-resolution Document Logo (PNG or JPG recommended). This is distinct from the web app logo and is optimized for print.
- Click Save Settings to commit the record.
Establishing SMTP Mail Transport
The platform requires an active SMTP connection to dispatch 2FA codes, password resets, and alert notifications. If tenant SMTP is missing, emails fail silently or fall back to the platform default, risking spam filter rejection.
- Navigate to System Setup > Mail Settings.
- Select SMTP as the Mail Driver.
- Enter the SMTP Host, Port (usually 587 or 465), and select the appropriate Encryption method (TLS/SSL).
- Input the SMTP Username and SMTP Password.
- Set the From Email and From Name variables.
- Click Save Mail Settings.
- Navigate to the Test Configuration panel, input your own email address, and click Send Test Email (
test mail). Verify receipt before proceeding.