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Getting started

Complete company and facility onboarding

Work through company details, state connection, facilities, first sync and team readiness.

For owners · Reviewed September 9, 2026

Before you start

  • Activate your owner account and complete MFA.
  • Have the company license details and an authorized NMS2S integration identity.

Where to click

  1. 1Company
  2. 2State
  3. 3Facilities
  4. 4First sync
  5. 5Team
  6. 6Ready
Illustrated navigation sequence. Exact controls appear in the numbered instructions below.

Step-by-step instructions

  1. 1Company

    Enter the company name and license number. Use the actual licensed identity. Address and contact details may be added where offered. Save and continue.

  2. 2State

    Connect a fresh token from your authorized integration account. Connected means the credential was accepted, not that every inventory report has finished.

  3. 3Facilities

    Review each returned location and state identifier. Choose the correct kind. Resolve Other classifications before confirming facilities.

  4. 4First sync

    Check the inventory run for every facility. Refresh the status rather than repeatedly reconnecting. A successful old run can satisfy setup while the current freshness indicator still needs attention.

  5. 5Team

    Invite a teammate using the least privilege and correct facilities. The readiness check requires a saved team invitation.

  6. 6Ready

    Review every readiness row. Follow any failed item back to its setup page. Select Open the dashboard after the checks pass.

What success looks like

The dashboard opens with authorized facilities and source freshness visible. Setup completion is not a guarantee that every subsequent sync remains current.

If something goes wrong

A facility is absent

Review what the NMS2S integration identity is allowed to access. Do not create a duplicate location to compensate.

Unmapped inventory types

Keep the records visible and report the safe type name to support. Do not relabel the unit by assumption.

Still need help?

Send the workspace, facility, safe error and approximate time. Keep credentials and private activation links out of the message.

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