Getting started: Workspace and company setup
Prepare a clean company environment before recording business transactions.
Before you begin
- An active XlinkONE account
- Company legal and tax details
- Authorised administrator access
Step-by-step instructions
Complete and verify each stage before continuing.
- 01
Sign in and verify access
Open the XlinkONE sign-in page and complete any email verification required by the account. Confirm the intended tenant workspace before entering live data.
- 02
Create or select the workspace
Use the available workspace setup or switcher. Workspace names must be available and comply with any account limits or reserved-name rules.
- 03
Create the company master
Enter the business name, contact information, address, state, GSTIN when applicable and financial-year settings. Confirm the GSTIN and tax identity with the business accountant.
- 04
Review the default branch
Verify the default branch created with the company. Define any additional branches or warehouses only if the subscribed plan and current release permit them.
- 05
Set initial permissions
Create the required users and assign least-privilege roles for billing, accounts, inventory and administration. Test access with a non-administrator account.
- 06
Run sample transactions
Before importing all records, test a product, customer, sales document and stock report. Verify company identity appears correctly on documents.
Final verification checklist
- Company identity and GST details are correct
- Users cannot access unauthorised companies
- A sample invoice displays the expected business details