Quick Start
Do these steps in this order. Each step links to its full guide.1
Sign In and Enable 2FA
Every user. Sign in to the panel and turn on two-factor authentication. Save your backup codes. See Logging In & MFA.
2
Invite Your Team and Set Roles
Admin. Add team members and give each one the Admin or Staff role. See Roles & Team Management.
3
Add a Payment Method
Admin. Add a card. The default card pays your invoices automatically. Bank wire accounts pay each invoice by wire instead. See Payment Methods.
4
Set Your Brand and Email Templates
Admin. Upload your logo and colors, then customize the emails that your clients get. See Brand and Email Templates.
5
Choose How Clients Order: Form or API
Admin. Publish a request form for your clients, or connect your own system through the API. See Form Center and API Overview.
6
Approve Your First Request
Admin or Staff. Open Requests, review the first pending request, and approve it. See Requests.
7
Manage the Live Service
Admin or Staff. Open the service to get connection details and control it. Some actions, such as cancellation, are Admin only. See Service Details.
Start Here by Role
Admin
Set up your broker account with the Quick Start checklist.
Staff
Manage services and Requests every day.
Developer
Integrate with the Broker API.
Explore the Guides
Dashboard Tour
Learn the layout of the panel and where each section is.
Billing
Review invoices, manage payment methods, and set up automatic payment.
Reports & Analytics
Generate services and invoice reports on demand or on a schedule.