Setup Wizard
The Setup Wizard walks admins through the minimum setup needed to start using Acqui. It runs automatically the first time you sign in to a new workspace, and you can open it again any time from the Set up your workspace card on the Dashboard.
Each step is saved as you go, so you can close the wizard and come back to it later.
When to use the wizard vs. individual settings
Section titled “When to use the wizard vs. individual settings”- Use the wizard for a new workspace, or when you want a quick check that the basics are in place.
- Use individual settings pages when you just need to update one thing — for example, change your logo or reconnect a bank feed. Everything in the wizard can also be edited later from Settings.
1. Company profile
Section titled “1. Company profile”Enter your company name, contact details, address, default currency, default tax code, date format, and financial year start. This is the same information you can edit later on Company Profile.
Company name and email are required to move on.
2. Personal profile
Section titled “2. Personal profile”Complete your own name, phone, and LinkedIn so teammates can identify you. First and last name are required.
3. Integrations
Section titled “3. Integrations”Optionally connect the channels you want to start with — Meta messaging for Facebook and Instagram inboxes, and Google services for analytics and Search Console. You can skip this step and connect integrations later from Integrations.
4. Team invite
Section titled “4. Team invite”Invite the first people who should join your workspace. Add an email, first and last name, and role for each person. Invitees receive a sign-in link by email.
You can invite more people later from Team Management.
Finishing
Section titled “Finishing”Click Finish setup on the last step to mark the wizard complete. The setup card is removed from the Dashboard and you’re taken into the app.
If you want to revisit the wizard after finishing, open it from Settings → Setup Wizard.