# 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/). --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.projetly.ai/home/getting-started/quickstart.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.