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Getting started

Create your account, set up your company and find your way around Legasum.

New to Legasum? Start here. These articles take you from creating an account to setting up your company, then show you around the dashboard, the left menu, branches, your inbox and your profile.

• Create your account and verify your email

  Sign up with your email, enter the code we send you, and get ready to set up your company.

• Set up your company with the setup wizard

  Walk through the four setup steps - your business, your branches, your team and the finish.

• Sign in, and reset a forgotten password

  How to sign in, what the common messages mean, and how to get back in with an emailed reset link.

• A tour of the dashboard

  What each card on the dashboard shows, where it links to, and why you might see fewer cards than a colleague.

• Find your way around - the left menu and the top bar

  How the left menu is organised, what the top bar offers, and why some menus are missing for you.

• Switch company and branch

  Move between companies you own or have joined, and pick the branch you are working in.

• Branch types and what they add to your menu

  What each kind of branch is, which menus it switches on, and how running several businesses in one branch works.

• Chat with your team in the Inbox

  Start one-to-one chats, create groups, and keep an internal thread for a client.

• Notifications

  Read, open and clear the alerts that appear under the bell icon.

• Your profile and password

  Update your name and phone number, and change your password safely.