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  1. The first visit to Systemize will prompt you to create an administrative user. This Admin User will create accounts for your other Sytemize Users and assign them a security role. 
    Note: It is a good idea to create a User Name that is ONE WORD WITH NO SPACES. it will be easier to remember later on.
    image first login
  2. The choices you make in the Initial Settings window will apply to all users in your organization. Make selections and click Save.

    image initial settings

  3. Your startup view will look something like this:
    Start-up View Note: The CounterGo menu item will only be visible if you also subscribed to CounterGo to create quotes. 
  4. Be sure you have used your browser menus to make this page a Favorite or Bookmark so it will be easy to log in again next time.
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