Setting Up Your Account
Initial workspace, company, team, and billing setup for Zami.
This guide walks you through the initial setup process after creating your Zami account.
Sign Up
- Navigate to app.zami.com.au
- Click Sign Up and fill in your details
- Verify your email address
Create or Join a Workspace
After signing up, you'll be guided through the onboarding flow:
- Create a new workspace - start fresh for your business
- Join an existing workspace - if your team has already set up Zami, join their workspace
Initial Configuration
Once inside your workspace, configure:
Company Details
Go to Settings > Company to set up:
- Business name and contact information
- ABN / business registration details
- Logo and branding
Team Members
Go to Settings > Team to:
- Invite team members by email
- Assign roles and permissions
- Manage user access levels
Billing
Go to Settings > Billing to:
- Choose your plan
- Set up payment method
- Enable add-on modules (Purchasing, Production, Delivery, etc.)
Add-on Modules
Zami uses a modular system. The core platform includes customers, sales, products, and inventory. Additional modules can be enabled:
| Module | Features |
|---|---|
| Purchasing | Suppliers, purchases, goods receiving |
| Production | Recipes, production runs, production history |
| Delivery | Deliveries, delivery runs and routes |
| Portal | Customer-facing portal |
Enable modules in Settings > Billing.
Updated 2 months ago
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