Set up your workspace and accounts
Create a workspace, choose your display name and identify each legal lender’s bank and cash accounts.
Silent illustrated explainer with on-screen instructions and English captions. Fictional examples; not a recording of saved transactions. Reviewed 10 November 2026.
Step-by-step guide
Step 1 of 5
Confirm your own account
Create and confirm your account, then sign in. MFA is optional until enrolled; after verification it is enforced. Never share passwords, authenticator codes or recovery links.
Financial actions require enabled owner pilot access. Follow the complete review before saving.
Full transcript & chapters
Everything shown in the video is described here. Select a chapter to jump in the player.
Create and confirm your account, then sign in. MFA is optional until enrolled; after verification it is enforced. Never share passwords, authenticator codes or recovery links.
Enter Organisation name and Initial lender entity. The workspace contains the book. The legal lender is the person or entity owning each agreement.
Open Profile, edit Display name and save preferences. Reload to verify your chosen name. It can replace the name inferred from email without changing lender ownership.
Open Bank and cash. Set nickname, lender, currency and Kind. Use a masked identifier such as ****1234, then Save account. Account setup does not create a bank connection.
Reload and verify the saved account details. Ownership, currency and kind are fixed after creation. Financial posting needs enabled owner pilot access; signup alone does not grant it.