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 login 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/organization name. However, you can update this 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, you’ll enter their email address, name, and assign a role. Roles determine what each team member can view or edit, and can be changed at any time.

Inviting team members to your organization is optional depending on your needs.

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 always be managed from Account Settings

If you have any questions, please reach out to support@getnotehouse.com.