Getting started

Create your account, set up a workspace, find your way around and invite your team.

AxisIQ is one workspace for your records, money, files, automations and an AI assistant called Ask Axis. This section takes you from nothing to a working workspace with your team inside it.

The path

  1. Create your account with your email, a verified mobile number and a password.
  2. Create a workspace. Start blank, or from an industry template with optional example data.
  3. Let the setup assistant tailor it. Axis asks about your business, then builds or adjusts your apps, record types, roles and home dashboard.
  4. Find your way around: the app launcher, the left menu, the dashboard and the workspace switcher.
  5. Invite your team and give each person the roles they need.

Guides

Page What it covers
Create your account Sign-up form, mobile code, password rules
Sign in Email, phone code, passkey, Google, two-factor
Create a workspace The Create organization dialog
Industry templates The ten ready-made workspaces
Use the setup assistant The setup chat after you create a workspace
Find your way around Top bar, launcher, left menu, Ask Axis button
Your dashboard The home page and how it is chosen
Switch between workspaces The workspace chooser
Invite your team Emailed invitations with roles
Accept an invitation For the person who was invited

Words you will see

Term What it means
Workspace Your company's space in AxisIQ. The screens call it an organization. Everything you open belongs to one workspace.
Owner The person who created the workspace. The owner can do everything and cannot be removed.
App A part of the workspace, such as Flows or Drive. Open apps from the launcher.
Role A named set of permissions you give to people.

In this section

  • Accept an invitation — Join a workspace from the link in an invitation email.
  • Create a workspace — Create a workspace from scratch or from an industry template, with optional example data.
  • Create your account — Sign up with your name, work email, a verified mobile number and a password.
  • Find your way around — A tour of the top bar, app launcher, left menu, notifications and the Ask Axis button.
  • Industry templates — The ten ready-made workspaces you can start from, and what a template sets up.
  • Invite your team — Send an emailed invitation that gives a person access and the roles you choose.
  • Use the setup assistant — Talk to Axis after you create a workspace so it builds or tailors your apps, record types, roles and home dashboard.
  • Sign in — Sign in with email and password, a text-message code, a passkey or Google, and finish the two-factor step if it is on.
  • Switch between workspaces — Use the workspace chooser to open, search or create workspaces.
  • Your dashboard — What the home page shows and how AxisIQ decides which dashboard you see.