One of the earliest things you need to do is to create an organization. In order to create and customize an organization you can use Quick Start Wizard. During four simple steps user can create an organization, send invitations to this organization to other users, create first projects and set mailbox parameters. Quick Start Wizard makes all these actions easy. It runs when you start the program for the first time or when you create an organization (New > Organization from the main menu). If you turn off the option "Show Quick Start Wizard next time when running the program", the wizard will not be shown the next time when you run the program. If you want the wizard to be shown when you run the program, you should set checkbox "Show Quick Start Wizard when running the program" in program settings (Settings > Main from the main menu).
Create of a new organization
In Quick Start Wizard users can create their own organizations or join the existing ones. User can skip any step of the wizard or get back to previous steps.
CREATION OF A NEW ORGANIZATION
After clicking on the button "I want to create my own organization" a window for creation of a new organization will be shown.
Here user can enter basic organization data. The field "Organization name" is mandatory; the rest of the fields can be filled later in organization properties window.
Tariff selection
The next step the master of creation of the new organization will offer free connection of the Free tariff for a period of 30 days.
Creating a Mailbox
The next step is to create a free mailbox on the domain prostoy.biz
You can check the work of e-mail in the system with the help of a free mailbox. You can connect your mailboxes in paid system tariffs.
Completion of registration of a new organization
The final stage. Your organization is created and ready to go. Now you can invite employees to your organization, create projects and tasks, and work together on them. Create a client base and import your customers into it.
JOINING AN EXISTING ORGANIZATION
In Quick Start Wizard users can find organizations that they need and applied them. To look for organization you need to click on the button "I want to find an organization that I work for".
In the search string enter a search keyword and press Enter. You can use organization name, phone or e-mail as a search keyword. Below you can see the list of organizations registered in "Prostoy Business" system and relevant to the search query.
