Account Setup Overview
Prepare your AWRA workspace so users, company settings, roles, warehouses, and notifications work correctly from day one.
Account setup is usually handled by a tenant administrator or onboarding lead. The goal is to create a clean operating foundation before teams begin entering stock, procurement requests, sales, POS transactions, finance records, or workflow approvals.
Setup Checklist
- Confirm your company profile, logo, address, tax information, currency, and time zone.
- Create or confirm branches, warehouses, locations, and bins used by your teams.
- Invite users and assign roles that match their real responsibilities.
- Review notification preferences so approvals, alerts, and updates reach the correct people.
- Connect required integrations such as accounting sync, email, payment, or communication tools.
- Run a small test workflow before importing large volumes of data or launching with the full team.
Common setup mistake: Do not give every user admin access just to get started quickly. Start with the least access needed, then expand deliberately.
Support escalation
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