Setting up a new tenant

Follow this tutorial to set up your company account in Inperium from scratch and get started with Inperium products.

If you are looking for a general overview and not for step-by-step instructions, check out Managing tenant settings.

Sign up with Inperium

Shortly after signing up for Inperium, you’ll get an invitation email with a verification code. Enter this code to finalize your subscription.

Next, you’ll be prompted to add your name, your title, and the company name, followed by basic information about your company such as its size and industry. Once Inperium assemlbles an account for you, start a free trial. With your choice made, you’ll be forwarded to Inperium Sell or Talk depending on your choice.

It’s up to you if you want to start from there and configure Inperium Sell or Inperium Talk first or proceed to Inperium Account and complete your tenant and account details.

What is Inperium Account?

Inperium Account works as a hub, it provides centralized access to common settings and enables you to add new users and subscribe to Inperium products. Also, users can update their profiles here — change the name, email address, reset password.

Inperium Account dashboard

Subscribe to Inperium products

Since you’re just setting up Inperium, you probably have a trial subscription. On the dashboard, you’ll see all available Inperium products. Learn more about the products by clicking the Overview link or hit Start free trial right away. The product will appear in the Your products section.

Create roles and delegate access

Typically, employees have different job functions and responsibilities in the company. On the Roles page, you can create roles and assign them to your colleagues. For example, you can restrict deletions for all but managers. Or you can define who can view deals assigned to another user.

Inperium delegation model is flexible and you can tailor roles to your company needs. To start with, create at least two roles: an administrator and a manager.

To create a role:

  • Add a name and specify permissions. For an administrator, make sure to enable Admin permissions.

Creating a role

Invite users

Grant your co-workers access to Inperium. Follow the link Invite new users to create as many users as you need and decide what Inperium products they can use.

By default, only you - the tenant owner - have access to tenant settings and product settings.

Adding a user

Well done!

You’ve finished the tenant setup in Inperium Account, and now it’s time to get started with Inperium products. We recommend you start by tailoring Inperium Sell to your sales workflows. Follow these steps to prepare Inperium Sell for launch.