Onboarding Wizard

Company Profile (required)

Set up your company’s basic information:

• Company name and logo
• Timezone — used for scheduling, attendance, and reports
• Currency — default currency for invoices and finance
• Address — appears on invoices and documents

Go to: Settings → Company

Invite Your Team (optional)

Invite colleagues to your workspace. You can skip this and invite later.

1. Go to Settings → Users
2. Click Invite User
3. Enter their email and assign a role:
   • Admin — full access, can manage billing and users
   • Manager — full access to assigned modules, can approve
   • Member — standard access, can create and edit records
   • Viewer — read-only access

Invited users receive an email with a link to set their password.

Select Modules (required)

Choose which modules your team needs. This is also where you select your plan.

Go to: Settings → Billing → Subscription

Available module categories:

• Business — CRM, Sales
• Finance — Invoicing, Accounting, Expenses
• Operations — Inventory, Manufacturing, Field Service, Quality
• People — HR, Payroll, Performance
• Platform — Knowledge Base, Analytics, Workflows

You can add or remove modules at any time from your subscription settings.

Connect an Integration (optional)

Connect your existing tools to XBuddy:

• Google Calendar — sync events and meeting notes
• Google Drive — attach documents from Drive
• Stripe — process payments directly
• Email — sync your inbox for CRM activities

Go to: Settings → Integrations

Create Your First Record (optional)

Create the first piece of data in your workspace. This marks your go-live milestone and unlocks a congratulations notification.

Suggested starting points:

• CRM → Create a Contact
• Finance → Create an Invoice
• HR → Add an Employee

Product Tour (optional)

Take a guided tour of the XBuddy interface. This step walks through the main navigation and key areas of the platform.