Getting started
Setting up your company, inviting the team and the first week in BMexa.
5 articles
- Welcome to BMexaA short tour of the dashboard, the sidebar and the top bar, for a builder and for a channel partner firm, and what to do first.
- Setting up your companyWhat happens at sign-up, where your Company ID and web address live, and the company settings to look at before the team arrives.
- Inviting your teamAdd people under Users, choose their department, role and manager, and let them set their own password from the invite email.
- Signing inSign in with your Company ID and username, what a sign-in code is, and what to do when you forget your username or password.
- First-week checklistThe order that works: people and projects first, then your clients, then the lead sources, distribution and WhatsApp that keep new enquiries flowing.