Getting started with BMS

BMS keeps company, employee, user and module information in one workspace. A deliberate setup order prevents duplicated work later.

Recommended setup order

1. Create the company workspace through registration.
2. Confirm the company and regional settings available to your account.
3. Add employees before assigning full user access.
4. Configure roles and permissions for each responsibility.
5. Enable and configure the modules included in your subscription.

Employee records and user logins are separate. A person can exist as an employee without holding a full user license.

Choose the right next guide

• Start with your account for sign-in and profile basics.
• Continue to company setup for shared business settings.
• Read users and access before inviting the team.
• Use module setup to prepare each workflow.