Help / Getting started

What are the setup steps?

Admins see a band at the top of every page until setup is finished. It takes you to five short steps, which you can do in any order and come back to:

Your firm: trading and legal name, company number, VAT number, address and contact details
Energy Ombudsman: whether you are a member, and your reference
Suppliers: the suppliers you place business with
Your team: invite the people who work with you
Your data: load sample data to explore, or import your own

Each step saves as you go. Close setup when you are done; it stays under Settings if you want it again.

More on getting started