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Setting up your business details

Learn how to setup the platform at first use.

Updated over a year ago

After iniitally signing up, you will be presented with some options to help fill in additional business details.

If you haven't already, please make sure to verify your email address (You will have received an email upon signing up).

Step 1: Welcome

Welcome aboard! Click "Next".

Note: the next few sections of the setup process are all accessible via your Settings. You may edit any of these fields later on.

You may read the in-depth articles on using Settings here.

Step 2: Industry Settings

After selecting which industries your business operates in during the initial signup, you will be greeted with any other applicable industry-specific options here.

Some industries may not have any other details displayed here. If not, click "Next", otherwise simply fill in any other relevant details.

Step 3: Style & Branding

The style and branding options you set will be visible on documents such as invoices and reports.

You can always change this later but for now you can select any colours and logos you'd like to use for your business branding.

Step 4: Business eCard

Your eCard suppliments your style and branding options and will also be visible on applicable documents such as invoices and reports.

The eCard contains your public contact info.

Step 5: Setup Complete!

All done! The initial setup process is now complete.

Head on over to the Dashboard to begin exploring the different modules.

Step 6: Dashboard

The Dashboard is your central hub for an overview about how your business is performing.

You can learn how to use the Dashboard here.

The Dashboard will contain a "Get Started on Mira" widget which contains tasks to complete which will help you familiarise yourself with the different modules.

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