Getting started

Your VX Terminal is ready the moment you sign in. This page walks you from an empty terminal to a working one, in the order that works best.

The Settings → Setup screen tracks six of these steps live: Company profile, Brands, Connections, Team, Operate and Scorecard. It shows a count such as "2 of 6 done", checks each step against the engines, and gives every step a button that opens the screen that finishes it.

Before you start #

• Sign in with the owner account you were given. If you received an invitation instead, see Inviting your team for how the set-password link works.
• Changing settings needs the settings admin role (or founder). If a screen says "You can see these settings but not change them", ask an owner to give you the Administrator preset.

1. Set up the company #

Open Settings → Company.

• Company name is required (80 characters or fewer). Short name (24 or fewer) is used where space is tight, like the header on a phone.
• Logo: PNG, JPEG or WebP, 200 KB or less. A square image works best; it shows at 24 px in the header.
• Accent colour: a colour like #d4501b. Leave it empty to keep the terminal's own colour.
• Timezone (for example America/New_York or UTC), Currency (a three-letter code like USD) and Fiscal year starts in.
• Brand source: keep "The terminal's built-in brand list", or choose "Brands managed in Settings → Brands" to run your own list.

Press Save. The header, title and colour change straight away.

2. Add your brands #

Open Settings → Brands and press Add a brand. Give it a Name and a Slug. The slug is permanent: every engine and connection keys on it, so it can't change later. Use lowercase letters, digits and hyphens, for example harbor-coffee. What it is, Domain, Status, Status dot and Sort order are optional.

Brands you add take over only once Settings → Company → Brand source is set to "Brands managed in Settings". To stop using a brand, retire it; its history is kept.

3. Turn on the modules you use #

Open Settings → Modules. Each section (Operate, Finance & Accounting, HR · Staffing, Legal · IP, Customer Success and the rest) can be switched off. A section that is off leaves the sidebar and the search; nothing in it is deleted, and turning it back on brings it all back. Press Save.

4. Invite your team #

Open Settings → Team, fill in Invite someone and press Send invitation. Connect an Email service first (step 5) so invitations are emailed; otherwise the terminal shows the link once for you to pass on. Details: Inviting your team.

5. Connect your tools #

Open Settings → Connections. Every system the terminal can read has a card. On each card:

1. Press Connect on the row you want (the company row is called Global; per-brand connectors have one row per brand).
2. Follow the Setup steps on the left, paste the key, and press Test. Test reads one thing and changes nothing.
3. Press Save.

Each card has a Help link to its page in this guide. Start with the tools you rely on most: payments (Stripe, Shopify), accounting (QuickBooks or Xero) and Email. See Connections for how every card works.

6. Import what you already have #

Open Settings → Import to load records you keep in spreadsheets: patents, filings, trademarks, domains, contracts, legal entities, employees and customer accounts. Download the template, fill it in, press Check file, then Import. Details: Import.

7. Run the business in Operate #

Open Operate in the sidebar. Draw the accountability chart (one seat per function, each with one owner), pick 5 to 15 weekly numbers for the Scorecard, then add this quarter's Rocks. Details: Operate (EOS) basics.

Where to get help #

• Every connector card and the Import screen has a Help link to the matching page here.
• FAQ answers the common questions.
• Security and your data explains how keys and records are kept.

All help topics