Getting started

Set up your account and invite your team

5 min read
Before you fill OroMiQ with your work, spend five minutes on the basics: your personal profile, your organisation details, and bringing your colleagues on board with the right level of access.

Before you start

You need administrator access to edit organisation settings and invite team members. Anyone can manage their own account.

Complete your personal profile

Open your avatar menu (top-right) and choose My account. Set your Full name and click Save changes so colleagues recognise you in activity and assignments.

While you are here, set a strong password and turn on two-factor authentication or a passkey to keep your account secure.

Note

You cannot change your own email address here. Ask an administrator if it needs updating.
The My account page showing the profile section with full name, email and role, plus password and two-factor authentication options.

Set your organisation details

From your avatar menu, choose Settings, then Organisation. Click Edit, fill in your company name, address, phone and website, then click Save.

Use Upload logo to add your organisation logo. It appears on the quotes and documents OroMiQ generates for you.

Organisation settings showing company name, contact details and address fields, with an Edit button and an area to upload an organisation logo.

Open Users & roles

Still in Settings, open Users & roles. The Users tab lists everyone who can sign in, along with their role and status.

The Users tab under Users & roles, listing team members with their email, role, last active time and status.

Invite a team member

Click Invite user. Enter the person’s Email address, choose a Role, and click Send Invite.

They receive an email with a link to set their password, and appear in your list as pending until they accept.

The Invite team member dialog with an email address field and a role dropdown, and a Send Invite button.

Choose the right role

A role decides what a person can see and do. The Roles tab lists the built-in roles: for example Admin (manages the team, subscription and billing), Manager (manages settings, people and data, but not billing), Power User (full access to the working features) and Read Only.

If none of them fit, click Create custom role and pick exactly the permissions you want.

Tip

Give people the least access they need to do their job. You can change someone’s role at any time from the Users tab.
The Roles tab listing built-in system roles such as Power User, Read Only, Admin, Manager and Telesales Agent, each with a permission count.

What next

Next in this seriesAdd your contacts and companiesCreate a company, add a contact, and link the two so every conversation has a home.RelatedGet to know OroMiQA quick tour of the navigation and dashboard.

Cannot find what you need? Browse the Help Centre or submit a support ticket.