USER GUIDE · ONBOARDING

Getting Started

Essential first steps and platform orientation to begin your BigLedger journey

3 orientation guides 6 setup steps 4 rollout phases

START HERE

Three guides to get oriented

Introduction to BigLedger

Platform overview, key concepts, and getting oriented with the system.

Read guide 02

Platform Architecture

Understand BigLedger's applet-based Business Operating System.

Read guide 03

Navigation Guide

Master the interface, shortcuts, and efficient navigation patterns.

Read guide

FIRST-TIME SETUP

Your setup checklist

Account Registration

Create your BigLedger account and verify your email.

Company Profile Setup

Configure your organization details and preferences.

User Management

Add team members and assign appropriate permissions.

Basic Configuration

Set up currencies, tax settings, and business rules.

Master Data Import

Add customers, suppliers, and your product catalog.

Initial Testing

Verify core functions are working correctly.

CHOOSE YOUR PATH

A recommended path for every role

Business Owners & Executives Strategy

System Administrators Configuration

End Users Daily work

HOW A ROLLOUT UNFOLDS

A phased path to go-live

Phase 1

Foundation

Account setup & basic configuration
Review platform concepts
Set up users & permissions

Phase 2

Core Setup

Import master data
Configure business settings
Test basic workflows

Phase 3

Training & Testing

Train team members
Run parallel testing
Refine configurations

Phase 4

Go Live

Final testing & validation
Switch to live operations
Monitor & support users

GOOD TO KNOW

These phases show the order of work, not a fixed schedule — actual timelines depend on your business size, data volume, and how many modules you roll out. A focused setup can move quickly, while larger or more complex projects take longer. Getting your core processes working first is the surest way to make steady progress.

WHAT'S NEXT