> For the complete documentation index, see [llms.txt](https://docs.projetly.ai/home/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.projetly.ai/home/getting-started/quickstart.md).

# Quickstart

### 1. Setting up your Account

#### 1.1 Signing Up 

Visit the Projetly homepage and sign up using your email. Complete your profile by adding basic information like your name, role, and company details.

#### 1.2 General Settings

Navigate to Settings> General

Configure organizational preferences such as time zone, branding (logo and color themes), and workspace defaults to align with your company's needs.

#### 1.3 Welcome Email Template

Navigate to Settings> Email Template

Customize the welcome email template to provide a personalized onboarding experience for your customers and internal teams.

#### 1.4 Invite your Team

Navigate to Settings> Users & Teams 

Invite your team members by entering their email addresses and assigning roles like Administrator, Manager, User, or Observer.

### 2. Accounts and Projects

#### 2.1 Add Account & Project

Navigate to Projects> Add Project

Add details such as organization name, region, and contact person to create a customer account. Then, link a project to the account, define milestones, set deadlines, and allocate resources.

#### 2.2 Manage Project

Monitor project progress from the Onboarding Plan. Track tasks, update milestones, and ensure smooth execution through real-time collaboration and updates.

### 3. Customers

#### 3.1 Invite Customers

Navigate to any of the Project> Project Name> Settings> Teams> Invite User

Invite customer contacts to join the platform by providing their details and linking them to specific projects. Customers gain access to dashboards, reports, and tasks.

#### 3.2 Customer Portal

Enable the customer portal so that your clients can view progress, milestones, and reports. The portal fosters transparency and enhances collaboration during the onboarding process.

This guide provides a concise roadmap for starting to use Projetly effectively. For detailed instructions, explore the [help documentation](https://docs.projetly.ai/).