Notehouse Onboarding Walkthrough

When you create a new Notehouse account and log in for the first time, you’ll be guided through a short setup wizard. This onboarding process helps you configure your organization so you can start using Notehouse right away.

Table of Contents

• Overview
• Step 1: Organization Name
• Step 2: Invite Team Members
• Step 3: Complete Setup
• Skipping Steps

Overview

The onboarding wizard appears automatically after your first log in when you’ve created a new account. It walks you through three simple steps to set up your organization.

Step 1: Organization Name

Enter your organization’s name. This name appears throughout the application and helps identify your workspace.

We recommend using your business or organization name. You can update this at any time from Organization Settings if needed.

Step 2: Invite Team Members

You can invite colleagues during onboarding, or skip this step and do it later.

To invite someone, enter their email address and name, then assign a role. Roles determine what each team member can view or edit, and can be changed at any time.

You can invite team members now or add them later from Account Settings.

Step 3: Complete Setup

Once setup is complete, you’ll enter the application and be taken to your clients list. From there, you can begin adding clients and using Notehouse’s features.

Skipping Steps

• An organization name is required to continue
• Inviting team members is optional and can be done later
• Invitations and roles can be managed later from Account Settings.

For questions, contact us at support@getnotehouse.com.