Invite your team and create the first order

A. Invite staff into the shop

Requirements

• You finished Setup (or can already use the dashboard as admin)

• You still have user seats left on the plan

Steps

1. Open Users

2. Create a user (email, name, role)

3. If no password was set: they get an activate email

4. Staff set a password → sign in on the staff app

5. (Optional) Use User groups for org labels when inviting — see Users & team

Practical permissions on orders

• Roles control who can open Orders, Approve, and similar actions

• Settings → Team permissions controls which order field groups each role can view or edit

• Pro+ unlocks deeper editing of those field rules

Notes

• An invite does not create a new shop

• Platform administrators may see a multi-shop Users view — different from a normal shop admin

B. Add customers

1. Customers → New customer

2. Enter contact / address details needed for quotes and shipping

3. (Optional) Send a customer portal invite — buyers use the portal, not staff signup

Wizard sample customers use @example.com — do not confuse them with real clients.

C. First order / quote (PrintShop)

Recommended first pass

1. Create a real Customer (or use a sample briefly to learn the UI)

2. Open Quotes or Orders → create new

3. Add line items; pick a decoration method from the starter catalog

4. Save a draft before pushing production

5. Walk stations on the shop floor if you are learning production

6. (Starter+) Try Quotes → Pipeline if you use the sales board

“First live job” checklist

• Currency / tax / timezone set (Settings → Orders / Regional)

• Decoration method matches your floor

• Clear owner / station responsibilities

• Sample demo jobs kept separate from live jobs

• Under Free/Starter monthly order/quote limits

D. Portfolio-first (no PrintShop)

If only Portfolio is enabled:

1. Confirm Company profile from Setup

2. Review portfolio / marketplace listings (including samples)

3. Finish public company copy and media before promoting widely

4. Configure seller payout / Payment processor when you start real sales

E. Billing after the first job

• Upgrade when you hit limits or need Inventory / labels: Billing or Pricing

• Collect customer payment on invoices: Settings → Payment processor

Quick links

FAQ: FAQs.