Getting Started

Getting Started with Monton

Welcome to Monton! This guide will help you get up and running with our business management platform. Whether you’re setting up a new organization or joining an existing one, we’ll walk you through the essential steps.

Step 1: Access Your Account

Creating a New Organization

If you’re starting fresh and setting up your company on Monton:

1. Create Your Organization
   • Set up your company profile and become the organization ADMIN
   • Complete admin user registration with secure credentials
   • Configure basic organization settings

Joining an Existing Organization

If you’ve been invited to join a team:

1. Join an Organization
   • Use your invitation link to complete registration
   • Your role and permissions will be assigned by your organization’s admin

Step 2: Sign In to Your Account

Once your account is created:

1. Learn How to Sign In
   • Access the platform securely
   • Understand authentication features
   • Troubleshoot common login issues

Step 3: Understand Your Role

Your access level depends on your assigned role:

1. Review User Roles
   • ADMIN: Full access to all features and settings
   • MANAGER: Project and team management capabilities
   • USER: Standard access to assigned projects and features
   • VIEWER: Read-only access to specific areas

Step 4: Explore Key Features

Now that you’re set up, familiarize yourself with Monton’s core capabilities:

Organization Management

• Configure company settings and preferences
• Manage user invitations and roles
• Set up organizational structure

CRM & Client Management

• Add and manage client information
• Track contacts and relationships
• Organize customer data

Project Management

• Create and manage projects
• Assign team members and resources
• Track project progress and deadlines

Time Tracking & Reporting

• Log work hours and activities
• Generate detailed reports
• Monitor productivity and performance

Financial Management

• Track costs and billing rates
• Generate financial reports
• Monitor project profitability (ADMIN access required)

Step 5: Customize Your Experience

Profile Setup

• Complete your user profile information
• Set notification preferences
• Configure personal settings

Team Collaboration

• Invite team members (if you have permission)
• Set up project teams and workflows
• Configure collaboration settings

Quick Action Checklist

✅ Account Created - Organization created or invitation accepted
✅ First Login - Successfully signed in to your account
✅ Role Understood - Know your permissions and access level
✅ Profile Complete - Basic information and preferences set
✅ Features Explored - Familiar with main platform areas

Need Help?

• FAQ - Quick answers to common questions
• Account Management - Password reset and security settings
• User Management - Role and permission information
• Contact Support - Get personalized assistance

What’s Next?

Once you’re comfortable with the basics:

• Explore advanced features specific to your role
• Set up integrations and workflows
• Invite additional team members
• Configure detailed project and client management

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Ready to dive deeper? Check out our comprehensive guides for specific features, or reach out to our support team if you need personalized assistance.