Getting Started with Custojo

A comprehensive guide to help new users get started with Custojo

Getting Started with Custojo

Welcome to Custojo! This tutorial will guide you through the essential steps to get started with the platform, from logging in for the first time to navigating the interface and setting up your basic preferences.

Logging In

To get started with Custojo, you'll need to log in to your account using your credentials.

  1. Navigate to your Custojo URL Open your web browser and go to your organization's Custojo URL (e.g., https://yourcompany.custojo.com).

  2. Enter your credentials Enter your email address and password in the login form.

  3. Click "Sign In" Click the "Sign In" button to access your Custojo dashboard.

Note:

If you've forgotten your password, click the "Forgot Password" link to reset it.

First-Time Setup

If this is your first time logging in, you'll be guided through a setup wizard to configure your basic preferences.

  1. Complete your profile Fill in your personal information, including your name, job title, and contact details.

  2. Set your preferences Configure your preferences for notifications, language, and time zone.

  3. Upload a profile picture Add a profile picture to help your colleagues identify you in the system.

  4. Complete the setup Click "Finish Setup" to complete the initial configuration and access your dashboard.

Note:

Pro Tip: Taking the time to complete your profile thoroughly will help your team members identify you and understand your role within the organization.

After logging in, you'll be taken to your dashboard, which provides an overview of your activities and quick access to key features.

Key Dashboard Elements

  1. Top Navigation Bar: Access global features like notifications, search, and your profile settings.
  2. Side Menu: Navigate to different modules and features of Custojo.
  3. Quick Actions: Perform common tasks like creating invoices or adding contacts.
  4. Widgets: View important information like recent activities, upcoming tasks, and key metrics.
  5. Notifications: Stay updated on important events and actions requiring your attention.

Exploring Key Modules

Custojo offers various modules to help you manage different aspects of your business. Here's a quick overview of the core modules:

  • Products & Services: Manage your product catalog, services, and inventory.
  • Project Management: Plan, execute, and monitor projects of all sizes.
  • Accounting Management: Handle financial transactions, invoices, bills, and expenses.
  • CRM: Manage customer relationships and sales pipelines.
Note:

Pro Tip: Your access to specific modules depends on your role and permissions. If you need access to additional modules, contact your system administrator.

Customizing Your Experience

Custojo allows you to customize your experience to match your preferences and workflow.

  1. Customize your dashboard Rearrange widgets, add new ones, or remove those you don't need by clicking the "Customize" button in the top-right corner of your dashboard.

  2. Set up shortcuts Add shortcuts to frequently used features in the Quick Actions section for faster access.

  3. Configure notifications Adjust your notification preferences to receive alerts for the events that matter most to you.

Next Steps

Now that you're familiar with the basics of Custojo, here are some recommended next steps:

  • Explore the modules relevant to your role to understand their specific features and workflows.
  • Complete your first task by creating a project, adding a customer, or generating an invoice.
  • Connect with your team by adding team members as contacts or collaborators on projects.
  • Check out more tutorials to learn about specific features and workflows.

Need Help?

If you encounter any issues or have questions, you can:

  • Check the FAQ section for answers to common questions
  • Contact your system administrator for organization-specific help
  • Reach out to Custojo support at support@custojo.com