Below is the process to start using Mindo Software, create your company, and integrate your team.
Step 1: Register your Mindo account
Go to the registration page
Enter your details
Enter your email address and create a password.You also have the option to sign in using Google.
Confirm your password
Make sure both passwords match.
Step 2: Create a company or business
After registering, the next step is to set up your company:
Company name
Assign a name to the company.
Website
Enter the company’s website address (for example, mindosoftware.com).
Category and industry
Select the industry category (for example, B2B).
Company size
Indicate the size (for example, a micro-enterprise).
Challenges
Answer the question about your main challenges (for example, message overload).
Access
Once you complete the information, your company will be created.
Once inside, you’ll be able to see a list of all businesses your user has access to. You can access multiple companies and businesses from this section. You can also create a new company for another client if needed.
Step 3: Invite collaborators to your company
To have other collaborators join your company in Mindo Software:
Go to Settings
Once inside the company, go to Settings.
Select Team
Go to the Team section.
Go to Invitations
Click on Invitations. In this section, you can see pending invitations.
Invite member
Select the Invite member option.
Invitee details
Enter the email address of the member to invite.
Assign permission
Grant the desired permission (for example, administrator).
Send invitation
Send the invitation.
Step 4: Accepting the invitation
The invited user will receive an email to join the company:
Check email
The invitee will receive an email indicating they’ve been invited to join the company and their assigned role.
Accept the invitation
The invitee must click the button to accept the invitation.The invitation is valid for 7 days. After that time, a new one must be sent.
Sign in
The invitee must sign in with their account (or create one if they don’t have one) to complete the acceptance.
Step 5: Team verification
Once the invited member has accepted the invitation:
- The invitee can access the new company.
- If they go to Settings and then Team, they’ll see both members: the original creator and the member who was invited and accepted the invitation.
