Setting up a new tenant
Follow this tutorial to set up your company account in Inperium from scratch and get started with Inperium products.
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. Your tenant will be assembled in a few seconds and you’ll be offered to start a free trial. After it, you’ll be forwarded to Inperium Sell.
It’s up to you if you want to start from there and configure Inperium Sell first (see Preparing Inperium Sell for launch) or proceed to Inperium Account and complete your tenant and account details first.
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.
Since you’re just setting up Inperium, you don’t have any active subscriptions yet. 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.
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.
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 as the tenant owner have access to tenant settings and product settings within Inperium Sell or Talk (coming soon!).
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.