Onboarding Guide
Complete the first-login setup and get oriented before you start reconciling.
This guide covers the onboarding flow shown inside the product. Use it when you are signing in for the first time, confirming your organization, and completing the basic setup needed before real work begins.
What This Covers
- Signing in and confirming you're in the correct organization
- Understanding the main workspace areas before you start using them
- Reviewing the minimum setup needed for invoices and payments
- Knowing what to check before moving into your first real workflow
When to Use This Guide
Use this page if:
- You're new to SettleWise
- Your administrator just invited you to an organization
- You want a quick orientation before creating invoices or validating payments