> ## Documentation Index
> Fetch the complete documentation index at: https://developers.novala.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Novala quickstart: sign in, enable modules, invite team

> Sign in to your Novala account, navigate the dashboard, enable your first module, invite a team member, and try the AI Copilot for the first time.

Novala gets you from sign-in to a working system faster than any traditional business platform. This guide walks you through the five steps every new account should complete on day one — from accessing your dashboard to giving the AI Copilot its first task.

<Steps>
  <Step title="Sign in to your account">
    Your Novala account lives at a subdomain unique to your company:

    ```
    https://{your-company}.novala.ai
    ```

    Replace `{your-company}` with the slug you were given during onboarding. Open that URL in your browser and sign in with your email and password.

    <Note>
      If you don't know your subdomain, check your welcome email from Novala. If you haven't received one, contact your account administrator.
    </Note>
  </Step>

  <Step title="Get familiar with the dashboard">
    After signing in you'll land on the main dashboard. The left sidebar contains navigation links organized by module group. The items you see depend on which modules are enabled for your account and which role you've been assigned.

    At the top right, you'll find:

    * Your account avatar and profile settings
    * The **AI Copilot** button, available on every page
    * Notifications

    Take a moment to click through the sidebar links so you know what's available before making any changes.
  </Step>

  <Step title="Enable your first module">
    Modules are turned on and off in **Settings → Modules**. Only administrators can change module settings.

    1. Click **Settings** in the sidebar (or navigate to `/settings/modules`)
    2. You'll see your active subscription packages and a list of all available modules
    3. Find the module you want to enable and toggle it on
    4. Core Platform modules (Contacts, Workflows, AI Copilot) are always on and cannot be disabled

    <Tip>
      If you're on the Field Service Package and running inspections, start by enabling **Calso** (inspections) and **Scheduling**. If you're focused on billing, enable **Invoicing** first.
    </Tip>

    Changes take effect immediately — no restart or page reload required.
  </Step>

  <Step title="Invite a team member">
    Add your first colleague from **Settings → Users**. You must have the System Admin role to send invitations.

    1. Go to **Settings → Users** (or navigate to `/settings/users`)
    2. Click **Invite User** in the top right
    3. Enter their name, email address, and assign a role

    Available roles include:

    | Role              | Best for                                     |
    | ----------------- | -------------------------------------------- |
    | System Admin      | Account owners and IT administrators         |
    | Field Coordinator | Dispatchers and operations managers          |
    | Technician        | Field staff running inspections and jobs     |
    | Sales Rep         | Sales team members managing pipeline         |
    | Office Manager    | Back-office staff handling billing and admin |
    | Warehouse Manager | Staff managing inventory and receiving       |

    4. Click **Send Invite** — they'll receive an email with a link to set their password

    <Note>
      Novala has no per-user fees. Invite your entire team without worrying about the cost.
    </Note>
  </Step>

  <Step title="Try the AI Copilot">
    The AI Copilot is available on every page in Novala. Click the Copilot button in the top navigation bar to open the chat panel.

    A few things to try on your first session:

    * **"Show me all companies added this week"** — the Copilot can query your data and return a summary
    * **"Draft a follow-up message for \[contact name]"** — it can compose outreach using context from your records
    * **"How do I set up a workflow to notify me when an invoice is overdue?"** — use it for in-app guidance

    The Copilot has full context about your current page, your recent activity, and your account data — so the more specific your question, the more useful the answer.
  </Step>
</Steps>

## What to do next

Once you've completed these steps, here are a few common next actions depending on your use case:

<CardGroup cols={2}>
  <Card title="Import your contacts" icon="upload">
    Bring in your existing companies and contacts from a CSV or your previous CRM to populate your directory.
  </Card>

  <Card title="Set up your first workflow" icon="zap">
    Automate a repeating task — like sending a notification when an inspection is completed or an invoice goes overdue.
  </Card>

  <Card title="Configure the Customer Portal" icon="users">
    Customize what your customers see when they log in to `portal.novala.ai`.
  </Card>

  <Card title="Explore your Package modules" icon="package">
    If you have Field Service or Finance Ops, enable the specific modules your team will use and walk through the setup guides.
  </Card>
</CardGroup>