Getting started

1:09 Your first look around A quick tour of the dashboard, the menu, add-ons, team and settings, and where to find help. 8 steps Video guide Open → 51 s Sign up and confirm your email Create your company's Owlvix ERP account with a free trial, then confirm your email to open the app. 6 steps Video guide Open → 47 s Set up your company profile and logo Add your company details, logo and brand colour, so every invoice, quotation and receipt looks like yours. 5 steps Video guide Open → 36 s Change document numbering Choose the prefix and number of digits for invoices, quotations, orders and other documents, with the year if you like. 4 steps Video guide Open →

47 s Invite your team and set roles Add colleagues as users, make them admins or give them a role that decides which modules they can open. 5 steps Video guide Open → 44 s Add or remove modules (add-ons) Switch extra modules on or off from the add-on store; they work straight away and show on your next bill. 5 steps Video guide Open →

48 s Get help and stay on top of notifications Use the ? button for guides on the screen you're on, and the bell for notifications, with your own email settings. 6 steps Video guide Open → 43 s Keyboard tips Work faster with the keyboard - open help with ?, search and pick in lists, and choose dates without the mouse. 5 steps Video guide Open → 56 s Turn on two-factor login Protect your login with a 6-digit code from an authenticator app, and keep recovery codes in case you lose your phone. 5 steps Video guide Open →