Quickstart
From signup to the team working in 30 minutes.
This guide takes you from account creation to your team’s first day of work.
1. Sign up
Go to admin.avenit.pl/signup. Provide:
- Email (becomes the super-admin login).
- Company name (appears on invoices, emails, document headers).
- Subdomain (e.g.
mycompany— your instance lives atmycompany.app.avenit.pl).
After email verification the database is provisioned — usually 30-60 seconds.
2. Company setup
First login walks you through a short wizard:
- Company details — tax ID, address. Public registry data is auto-filled for supported regions.
- Logo — PNG/SVG upload, shown on invoices and document headers.
- Numbering — invoice series (default
INV/{year}/{month}/{seq}). - Banking — account number for invoices, statement integration (optional).
3. Invite your team
Go to Settings → Users → Invite. You can invite:
- One by one (email + role)
- In bulk (CSV with
email,fullName,rolecolumns) - Via SSO (Enterprise — automatic SAML provisioning)
Default roles: Admin, Manager, User, Viewer. Create custom roles in Settings → Roles.
4. Activate modules
Settings → Modules — toggle which modules to use. CRM, Finance and Tasks are always on. Others can be enabled or disabled any time — data isn’t deleted, just hidden from menus.
5. First data
The minimum to get started:
- Customer catalogue — import from CSV or your previous system.
- Product / service catalogue — for Finance and Procurement.
- Chart of accounts — for Finance (defaults loaded).
Done — your team can start working.
What’s next
- Permissions basics — control access per module, entity, and field.
- No-code builder intro — add custom fields to customers and products.
- Integrations — connect Avenit to other systems.