Help Center/Getting Started
Getting Started
10 articles
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01
What is Light?
Light is an agentic ERP built for multinational companies and hypergrowth SaaS businesses.
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02
Creating your account
> **What is this page about:** How to activate your Light account, set a password and two-factor authentication, confirm your profile details, and sign in for the first time before moving on to organisation setup.
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03
Confirming your email address
> **What is this page about:** When Light asks you to confirm your email address before you can log in with a password, why it does, and the two ways to do it in a minute.
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04
Navigating the Light dashboard
> **What is this page about:** When you log in to Light, you land on either the Assistant view or the Dashboard view, depending on your role and what you last used.
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05
Setting up your organization
> **What is this page about:** How your company and legal entities get created, how currency support works, how to set up your chart of accounts and reimbursement categories, how approval workflows work, and how to enable integrations when first setting up your organization in Light.
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06
Adding team members and roles
> **What is this page about:** How to invite team members to Light, choose the right access role for each person, manage and disable users, organise people into groups, and where entity access and SSO fit in.
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07
Connecting your first bank account
> **What is this page about:** How to connect your first bank account to Light so you can sync transactions automatically, reconcile faster, and monitor cash in real time.
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08
Quick-start checklist
> **What is this page about:** A step-by-step checklist for getting Light fully set up and operational, from account activation and organization configuration through team roles, integrations, bank connectivity, testing, and go-live.
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09
Go-live readiness
> **What is this page about:** The minimum viable setup for going live with Light: the roles, org structure, bank connections, workflows, and integrations to have in place, plus how to prepare and execute a clean migration from your legacy financial system.
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10
Sandbox environments
> **What is this page about:** How sandbox environments work in Light: creating a sandbox, what gets provisioned, the statuses a sandbox can be in, how to update or reset one, and how sandbox data and infrastructure stay fully isolated from production. Covers the setup steps, common questions, and security details.