This guide walks you through your first few minutes in the Hub: signing in, creating or selecting an organization, and getting oriented.

Signing in

You use a single Upscale account across every product. To sign in:

1. Open the Hub and choose Sign in.
2. Enter your email and password (or continue with a connected sign-in method).
3. Once authenticated, the Hub resolves your organizations and takes you to your dashboard.

If you don't have an account yet, choose Create account instead. New accounts are usually created either by signing up directly or by accepting an invitation from an existing organization (see Members & invitations).

First run: creating your first organization

If you're a brand-new user with no organization yet, the Hub starts you on a short onboarding flow:

1. Name your organization. Enter the organization name. A URL slug is suggested automatically from the name; you can adjust it (lowercase letters, numbers and hyphens, 3–30 characters).
2. Choose your products. Select the products you want to start with: Upscale ERP, Upscale Billing, or both. These start as free 14-day trials and no card is required.
3. Choose Create workspace. The Hub creates the organization, switches you into it, and lands you on the dashboard.

You can always activate more products later from the Apps page.

The dashboard

After your organization is resolved, you land on the Home dashboard. It shows a quick summary of your organization (members, active products, open invoices and subscription status) and confirms which organization you're currently managing.

Finding your way around

• Sidebar. The left sidebar is grouped into sections:
  • Home: your dashboard.
  • Organization: Organizations, Members, and Roles & access.
  • Products & Billing: Apps, Subscriptions, Billing, and Invoices.
  • System: Settings.
• Organization switcher. The current organization is shown in the top bar. Use the switcher there to jump between any organizations you belong to, or to start creating a new one.