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Below is the process to start using Mindo Software, create your company, and integrate your team.

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Step 1: Register your Mindo account

1

Go to the registration page

To get started, go to app.mindosoftware.com/register.
2

Enter your details

Enter your email address and create a password.
You also have the option to sign in using Google.
3

Confirm your password

Make sure both passwords match.

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Step 2: Create a company or business

After registering, the next step is to set up your company:
1

Company name

Assign a name to the company.
2

Website

Enter the company’s website address (for example, mindosoftware.com).
3

Category and industry

Select the industry category (for example, B2B).
4

Company size

Indicate the size (for example, a micro-enterprise).
5

Challenges

Answer the question about your main challenges (for example, message overload).
6

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.

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Step 3: Invite collaborators to your company

To have other collaborators join your company in Mindo Software:
1

Go to Settings

Once inside the company, go to Settings.
2

Select Team

Go to the Team section.
3

Go to Invitations

Click on Invitations. In this section, you can see pending invitations.
4

Invite member

Select the Invite member option.
5

Invitee details

Enter the email address of the member to invite.
6

Assign permission

Grant the desired permission (for example, administrator).
7

Send invitation

Send the invitation.

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Step 4: Accepting the invitation

The invited user will receive an email to join the company:
1

Check email

The invitee will receive an email indicating they’ve been invited to join the company and their assigned role.
2

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.
3

Sign in

The invitee must sign in with their account (or create one if they don’t have one) to complete the acceptance.

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Step 5: Team verification

Once the invited member has accepted the invitation:
  1. The invitee can access the new company.
  2. 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.