Quick Start Guide
Get started with Custojo in four steps: understand the platform, learn the menu, set up your account, and explore your modules.
- Create or join an account – Sign up or accept an invite. Log in and select your workspace if you have more than one.
- Check the overview – Read the Platform overview to understand workspaces and roles.
- Learn the menu – Use Navigation and menu to find where everything lives (sidebar, top bar, search).
- Set up your profile – Go to Account and profile: update your name, password, and preferences.
- Explore your modules – See Modules and features to know what’s enabled and how to request more.
Bookmark this Help Center. Use the in-app Help link or Support whenever you need step-by-step guides for a feature (Sales, Contract, Documents, etc.).
What's next?
- Introduction – Welcome and core capabilities
- Platform overview – Workspaces and roles
- Navigation and menu – How to move around
- Account and profile – Your profile and settings