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

  1. Navigate to app.zami.com.au
  2. Click Sign Up and fill in your details
  3. 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:

ModuleFeatures
PurchasingSuppliers, purchases, goods receiving
ProductionRecipes, production runs, production history
DeliveryDeliveries, delivery runs and routes
PortalCustomer-facing portal

Enable modules in Settings > Billing.


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