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Getting Started

Account creation, first login, the onboarding wizard, and navigating the sidebar & entity selector. Manual Sections 1-2.

Sujets dans cette section

  • System Overview & Navigation
  • Registering & Activating Your Account
  • Onboarding Wizard
  • First-Week Checklist

2 guides • 4 tutoriels vidéo disponible pour ce sujet. Parcourez le centre d'assistance ou utilisez la recherche ci-dessus.

Guides

Creating Your Account

Sign up with your name, email (or phone for OHADA countries), and a password. Choose email or SMS verification, then confirm the code sent to you.

Solafide Create Account signup form

Already have an account? Use the sign-in form instead, with an option to restore from a backup on a new device.

Solafide sign-in screen

Onboarding & Setting Up Your First Entity

After verifying your account, a short onboarding wizard asks about your role and business, then walks you into creating your first company (entity): name, accrual/cash accounting method, and fiscal year start month.

Solafide onboarding welcome screenSolafide new entity creation form

Once created, every entity you administer appears on My Dashboard, where you switch between them or add another.

Solafide My Dashboard entity list