Get started
Goal
Get from first sign-in to a workspace that can run daily work: correct company, locale and currency, modules you need, and a clear first-week path.
Who it is for
Everyone joining a BlueMatrix (BOS) workspace — especially the first Owner / tenant admin and the clerks who start posting documents.
What “get started” covers
- Sign in and invites — email/password login, register a new company, accept invites, switch workspaces.
- Navigate BlueMatrix — rail, sidebar, workspace tabs, top bar (My Work, Help, locale).
- New workspace (onboarding) — Organization → New workspace (
/provision): country + industry packs and localization defaults. - Locale and currency — base currency & timezone in Tenant settings; languages & formats in Localization setup.
- Enable modules — how modules become available (packs, plan entitlements, Subscription view) — not a free-form Settings toggle.
- First-week checklist — ordered setup and clerk path for the first working week.
- Guided Setup — required go-live checks and recommended masters for enabled capabilities.
Prefer a role hub?
Start from By role or the clerk reading list First week as clerk.