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, then verify the email address via the verification link.
- 2
Accept invitations
Invitation links join the organization with the pre-assigned role; expired links need a resend.
- 3
Run onboarding
The wizard collects profile, invoicing defaults, selling profile and the first marketplace connection.
- 4
Pick a plan
Choose a subscription plan; billing starts the trial or paid period per organization.
Settings tabs
| Tab | Controls |
|---|---|
| Account | Profile, photo, password, language preference |
| Preferences | Theme, density, dashboard layout, page help, daily briefing |
| Notifications | Order, sync, billing and briefing emails |
| Organization | Legal data, currency, invoice numbering, Kleinunternehmer toggle, barcode toggle |
| Roles & permissions | The nine roles plus per-role overrides (Owner-only management) |
| Dropshipping | Default supplier behavior and auto-order rules |
| Compliance | VAT defaults, OSS, document retention |
| Banking & modules | Connected accounts and installed apps |
Account
- Controls
- Profile, photo, password, language preference
Preferences
- Controls
- Theme, density, dashboard layout, page help, daily briefing
Notifications
- Controls
- Order, sync, billing and briefing emails
Organization
- Controls
- Legal data, currency, invoice numbering, Kleinunternehmer toggle, barcode toggle
Roles & permissions
- Controls
- The nine roles plus per-role overrides (Owner-only management)
Dropshipping
- Controls
- Default supplier behavior and auto-order rules
Compliance
- Controls
- VAT defaults, OSS, document retention
Banking & modules
- Controls
- Connected accounts and installed apps
Note
Editing settings needs Owner or Admin; everyone can edit their own account tab.
Language & display
- Interface languages are English, German and Turkish; legal pages can switch language independently.
- Dashboard layout and density are per member; organization data is unaffected.
- Page help and the Crow AI tutorial modal can be re-enabled from Preferences.
Security & GDPR
- Failed logins are tracked and visible for review.
- Request a GDPR data export from the privacy card; support tickets run through the contact page.
- Subprocessors and data-processing terms: see the subprocessor list and the DPA.