Getting started
Settings & onboarding
From the first signup to daily preferences: how accounts are verified, organizations are created, and settings are organized.
Signup to onboarding
- 1
Sign up
Create the user account with a strong password, accept the legal documents and verify the email address via the link we send. Your plan's trial starts at checkout.
- 2
Pick a plan
Before onboarding you choose Essential, Professional or Enterprise (or start the 7-day trial of that plan). The subscription belongs to the organization you are about to create.
- 3
Onboarding wizard
Step 1 collects your personal profile. Step 2 creates the company — legal data, VAT ID, address and a verification document — or accepts a pending invitation instead.
- 4
Verification
A CrowPrime administrator reviews the company document. Once approved, the organization unlocks and you can connect your first marketplace from Integrations.
Note
Already invited to a team? The invitation link skips plan selection and the wizard and drops you straight into the inviting organization with your assigned role.
Settings tabs
| Tab | Who can edit | Controls |
|---|---|---|
| Account | Yourself | Avatar, display name, phone, job title, bio; account IDs |
| Preferences | Yourself | Dashboard layout (full/simple), Crow AI daily briefing + read-aloud, page help, language, timezone, date format, 12/24h, theme |
| Security | Yourself | Two-factor authentication, password change, log out all devices, GDPR card |
| Company settings | Owner, Admin | Legal data, inventory & order behavior, invoice settings (Enterprise), Kleinunternehmer toggle (DE), AI data access, Pro Listing Hub |
| Compliance | Owner, Admin | GoBD mode, retention years, ZUGFeRD profile, UBL, four-eyes rules, fiscal period close, gap report, GoBD export |
| Dropshipping | Owner, Admin (Professional+) | Auto-order toggle, stock buffer, marketplace forwarding switches, payment scan |
| Modules | Owner, Admin | Install or uninstall apps and modules from the store |
| Roles & permissions | Owner | The nine roles plus per-role permission overrides |
Account
- Who can edit
- Yourself
- Controls
- Avatar, display name, phone, job title, bio; account IDs
Preferences
- Who can edit
- Yourself
- Controls
- Dashboard layout (full/simple), Crow AI daily briefing + read-aloud, page help, language, timezone, date format, 12/24h, theme
Security
- Who can edit
- Yourself
- Controls
- Two-factor authentication, password change, log out all devices, GDPR card
Company settings
- Who can edit
- Owner, Admin
- Controls
- Legal data, inventory & order behavior, invoice settings (Enterprise), Kleinunternehmer toggle (DE), AI data access, Pro Listing Hub
Compliance
- Who can edit
- Owner, Admin
- Controls
- GoBD mode, retention years, ZUGFeRD profile, UBL, four-eyes rules, fiscal period close, gap report, GoBD export
Dropshipping
- Who can edit
- Owner, Admin (Professional+)
- Controls
- Auto-order toggle, stock buffer, marketplace forwarding switches, payment scan
Modules
- Who can edit
- Owner, Admin
- Controls
- Install or uninstall apps and modules from the store
Roles & permissions
- Who can edit
- Owner
- Controls
- The nine roles plus per-role permission overrides
- Teams & members (invitations, roles per member) lives at Organizations in the main navigation.
- Billing is Owner-only and opens from the account menu or Settings → Billing.
- Banking connections moved to Integrations; the old banking tab redirects there.
Note
Editing company, compliance, dropshipping, modules and roles settings needs Owner or Admin; everyone can edit their own account, preferences and security tabs.
Language & display
- Interface languages are English, German and Turkish; legal pages can switch language independently.
- Display currency is the euro; amounts from other currencies are converted at order import and mismatches are flagged for review.
- Timezone, date format and 12/24-hour clock are per member; organization data is unaffected.
- Page help and the Crow AI tutorial can be re-enabled from Preferences, and the guided tours restart from each page's help menu.
Security
| Control | Detail |
|---|---|
| Two-factor authentication | Opt-in TOTP (authenticator app). Enrolling shows a QR code and a manual key; login then requires the 6-digit code. Disabling 2FA requires your account password. |
| Password rules | 8–72 characters with at least one lowercase letter, one uppercase letter and one digit. New passwords are checked against known-breached password lists and rejected if found. |
| Password change | Requires re-entering your current password, even if you are already signed in. |
| Sessions | “Log out all devices” ends every active session immediately from the Security tab. |
| Failed logins | Tracked server-side per IP; after several failures within a short window the account owner receives a security-alert email. Unknown emails get an identical response to prevent account enumeration. |
Two-factor authentication
- Detail
- Opt-in TOTP (authenticator app). Enrolling shows a QR code and a manual key; login then requires the 6-digit code. Disabling 2FA requires your account password.
Password rules
- Detail
- 8–72 characters with at least one lowercase letter, one uppercase letter and one digit. New passwords are checked against known-breached password lists and rejected if found.
Password change
- Detail
- Requires re-entering your current password, even if you are already signed in.
Sessions
- Detail
- “Log out all devices” ends every active session immediately from the Security tab.
Failed logins
- Detail
- Tracked server-side per IP; after several failures within a short window the account owner receives a security-alert email. Unknown emails get an identical response to prevent account enumeration.
GDPR & privacy
- Request a GDPR data export or permanently delete your account from the privacy card in Settings → Security; deletion asks you to type DELETE as confirmation. Fiscal records of organizations you belonged to are retained as required by law. Contact support with questions.
- Subprocessors and data-processing terms: see the subprocessor list and the DPA.
- Crow AI's access to organization data is controlled by a separate toggle (Owner/Admin) and every change is audit-logged.