Getting started with AI Growth Advisor is simple. Follow these steps to set up your organization and user accounts, allowing you to start using all the features immediately.

1. Sign In

Go to the AI Growth Advisor login page and sign in with your email and password.

2. Access Organization Settings

Click your account initials or profile icon in the top right corner of the screen.
From the dropdown menu, select Organization to enter the Organization Setup area.

3. Set Up Your Organization Profile

On the Organization Profile screen, fill in the required details:

• Organization Name

• Short Name (abbreviation)

• Industry Code

• Business Start Date

• Organization Address (including Suite, City, State, Zip Code, and Country)
  Click "Save & Continue" to proceed.
  

4. Add New Users

In the left sidebar, go to User Management. 
Click "Add New User" (located at the top right).
Enter the user's email address, first name, last name, and select a role from the dropdown.
Click Save & Close to add the new user.

5. Explore Your Dashboard

Once your organization and user setup are complete, you can start exploring features such as:

• Scorecard – Track and analyze business metrics.

• AI Growth Advisor – Access AI-driven insights to grow your business.

• Integrations – Connect with your favorite apps for automation.

Need Help?

If you have questions or need assistance at any step, reach out to the Autymate support team for help.

You’re all set!
With your organization profile and users in place, you’re now ready to take full advantage of everything AI Growth Advisor has to offer. Welcome aboard!