Quickstart
From sign-up to first successful action: invitation flow, first login, workspace setup, permissions, and an operator-safe first workflow that proves value quickly.
Follow this path to get from account creation to a real outcome in Harold with the right permissions, setup, and governance in place.
Sign-up
Create your account
Sign up with your work email, complete verification, and join the correct organisation so access and audit history are tied to the right workspace from day one.
Invitation flow
Invite your team
Invite admins and operators separately. Use role-based invites so people land with the minimum access needed, then expand permissions only when responsibilities are confirmed.
Accept and verify
Invitees accept from email, verify identity, and confirm workspace context before doing any operational action.
First login
Orient the workspace
Review navigation, confirm your default module surfaces, and open one real deal to understand where context, files, and communications are expected to live.
Run a safe first prompt
Ask AI for a summary of existing material only. Keep approvals and external messaging human-reviewed.
Workspace setup
Permissions
First successful action
1
Create a deal
Open a live opportunity with owner and stage.
2
Attach evidence
Link one document or thread to the deal record.
3
Produce output
Generate a report draft from an approved template.
4
Close loop
Assign one task with owner and due date.
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