Getting started

This guide takes you from a fresh account to your first approved data row. It assumes nothing has been set up yet.

1. Create your account and company

Register with your work email address, then create your company from the dashboard. The person who creates the company automatically becomes its company administrator — they manage users, departments, and table permissions.

Joining an existing company instead? Ask a company administrator to send you an invitation email; accepting it creates your account inside their company.

Just exploring? The demo gives you a private sandbox without an account. Demo data is removed automatically after 48 hours.

2. Set up departments (optional)

Departments help you organise tables and people — for example Sales, Operations, or nested sub-departments. You can add them from the dashboard under company settings, and skip this step entirely if your organisation is small.

3. Create your first table

A table is where one kind of data lives — monthly sales, safety incidents, production output. Company administrators create tables and define their columns: each column has a name, a data type (text, number, date, boolean), and optionally a validation rule that entries must pass.

Design tip: start with the few columns you actually report on. You can add columns later, and tables support versioning when definitions need to change.

4. Invite your colleagues

Invite colleagues by email from the company page and give them a role per table: viewers read data, editors enter it, and approvers sign it off. See Roles & permissions for the full model.

5. Enter and approve data

Editors add rows to a table; each submitted row waits in pending until an approver accepts or rejects it. Only approved rows count as official data — they are what exports and the API return by default. The full workflow is covered in Entering & approving data.

Next steps