Getting started

From zero to a running inventory in a few minutes: create an account, create your organization, and the setup assistant walks you through the basics. Every step is optional and can be changed later.

Account and organization

Open the sign-up page and create your account with name, email and password — or sign in with Microsoft or Google.

After signing up you receive a confirmation email. Nothing is blocked — you keep working right away; until you click the link, a subtle reminder in the app points to it. More under SSO & users.
Create your organization — one workspace for all of your inventory. The name can be changed at any time.

Were you invited? Then you don’t need your own organization: the invite link connects your account directly to the right organization and role.
You are in the app right away — nothing stands in your way. On the dashboard, the “Setup assistant” button on the “Set up your organization” card starts the six short steps: organization type, locations, categories, team invites, responsible people, items. For plain exploring there is the sample data set: a small one fills the empty organization with items, locations, tickets and orders — from the Items page (“Add sample data”) or under Settings → Organization. Every entry is marked as “Sample” and can be removed again with one click at any time. Records you created yourself are kept.

In the “Team invites” step you invite your colleagues and pick a role per person: Owner (manages everything, including users and settings), Manager (manages the whole inventory), Member (scans, reports tickets and creates orders) or Viewer (can see everything, change nothing). Roles govern what someone may do — who takes care of tickets and orders is governed by responsibilities, which you set in the next step and later in the settings.

In the “Responsible people” step you pick the default responsible person — the one person new tickets and orders are assigned to as long as nothing more specific applies (prefilled with you as the creator; finer rules per ticket type come later in the settings). You also decide who sets up maintenance: the chosen person then sees a task under “My tasks” to create the first maintenance plans; it disappears automatically as soon as the first plan exists. If you pick an existing member as the maintenance owner, the assistant suggests them as the default responsible person right away — visibly, and you can override it. People you have already invited can be picked for maintenance too — the task appears once the invite is accepted.
Sample locations: add a few rooms or storage places — every item gets a home location later. Nesting and details can grow over time, see Assignment & locations.

Every assistant step can be skipped. The assistant stays reachable at any time: via the “Setup assistant” button on the dashboard’s set-up card or under Settings → Organization. That’s also where you upload your organization’s logo — it then appears next to the organization name in the app.

Your first items

The dashboard starts with two checklist cards: “Set up your organization” (the build-out steps for admins) and “Discover Mango” (the everyday actions every role sees). Both tick themselves off automatically as real data appears; completed cards fold down to a single line.

Subtle hint dots accompany the first steps throughout the app: a pulsing dot next to a feature opens a short explanation (“Why this exists”) — dismissed once, it stays hidden. Invited team members are welcomed too: on their first sign-in a welcome card greets them on the dashboard, and the “Discover Mango” card shows the steps that fit their role.

Dashboard of a fresh organization with checklist

Three ways to capture items:

One at a time: “Add item” on the dashboard or “New item” on the Items page.
From Excel: your existing list via import — the fastest way to a filled inventory.
By phone: walk through the building with the mobile app and capture items with a photo.