Quickstart
Get productive with EGKits in under 15 minutes.
Quickstart
Launch your first EGKits tenant and complete essential setup in minutes.
Before you begin
- A valid business email address
- Your company legal name and preferred currency
- A list of modules you plan to enable first
Step 1 — Create a tenant
- Open Signup and choose Start Trial.
- Enter organization details and select your region.
- Confirm your email to activate the tenant.
Step 2 — Invite your team
Navigate to Administration > Users and invite colleagues. Assign starter roles:
| Role | Typical access |
|---|---|
| Admin | Full tenant configuration |
| Accountant | Finance and invoicing |
| Sales | CRM and order-to-cash |
Step 3 — Enable core modules
Enable Catalog, Invoicing, and any industry modules you need. You can add more later without downtime.
Step 4 — Import master data
Use bulk import for products, customers, and opening balances. See the Catalog guide for CSV templates.
Tip: Complete onboarding with the dedicated Onboarding guide for role design and module checklists.