Create your first tenant

Once provisioning finishes, you land on the tenant admin shell at https://<your-slug>.crmcy.app. The first-run wizard walks you through four steps: company branding (logo, primary color, default locale and currency), default invoice template, role bootstrap (the owner inherits all permissions; you can clone "Manager" and "Staff" templates with one click), and an optional sample-data seed for demos. Each step is skippable and can be revisited from Settings → General.

We recommend completing branding and the locale/currency settings before inviting anyone — every email template renders against those values, so a missing logo or wrong currency surfaces in every outbound notification.

Where to look in the UI

• Settings → General — company name, tax id, locale, currency, timezone, fiscal year.
• Settings → Branding — logo, favicon, primary color, login background.
• Settings → Roles — clone, edit, or assign permission templates.

Related endpoints

• PATCH /api/tenant/settings/general — update general settings.
• PUT /api/tenant/settings/branding — upload logo + theme tokens.
• GET /api/tenant/roles — list role templates.

See the source at apps/web/src/app/(tenant)/settings.