Create a business (4 steps)

To set up a new organization in LedgerBoss, complete the following four steps:

Screenshot: Create business. Step 1 — Create business. Step 1

Screenshot: Create business. Step 2 — Create business. Step 2

Screenshot: Create business. Step 3 — Create business. Step 3

Screenshot: Create business. Step 4 — Create business. Step 4

Step 1: Choose business type

Select the appropriate type for your organization from the list (for example, "Beauty salon", "Bakery", or others).
Tap Next to continue.

Step 2: Organization information

In the Name field, enter your business name.
Select a country in Select country — the phone country code will be set automatically.
If needed, fill in Address and Contact phone.
Tap Next.

Step 3: Role setup

Add work roles for your employees by entering a name in Role name and tapping +.
You can delete created roles using the trash icon.
Tap Next to go to the final step.

Step 4: Your profile

Check your role in the system (the business creator is automatically assigned Owner).
In Your specializations, check the roles you will perform in your business.
Tap Finish to complete setup and start using the app.

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