Getting Started
Getting Started for New Users
Welcome to QuanFi VMS — your workspace for vendor management, documents, follow-ups, and team collaboration.
This guide gets you from signup to your first useful actions in about 10–15 minutes.
Before you begin
You need:
- A work email address
- Access to the QuanFi VMS web URL (provided by your company or QuanFi)
- A modern browser (Chrome, Edge, Safari, or Firefox)
Path A — You are creating a new account (no invite)
Step 1: Open QuanFi VMS
Go to your organization’s QuanFi URL (example: https://your-app.vercel.app or a custom domain).
Step 2: Sign up
- Click Sign up (or Create account).
- Enter your name, email, and password.
- Submit.
Step 3: What happens automatically
- Your user profile is created.
- A new organization is created for you.
- You become the Owner.
- You start on the Free plan (1–2 seats).
Step 4: Open the Dashboard
After login you should see the Dashboard. If you are sent to login again, sign in with the same email and password.
Step 5: Complete your first setup checklist
| # | Do this | Where |
|---|---|---|
| 1 | Confirm org name | Settings |
| 2 | Add your first vendor | Vendors → + Add Vendor |
| 3 | Open the vendor and add a contact | Vendor detail |
| 4 | Upload one document (optional expiry) | Vendor detail → Documents |
| 5 | Log a note or task | Vendor detail → Activity |
| 6 | (Optional) Invite a second teammate | Team |
You are onboarded when you can see that vendor on the Vendors list and open it again after refresh.
Path B — You were invited by your company
- Open the invite link from your email or admin.
- Sign up or log in with the exact email on the invite.
- Click Accept invite.
- You join that organization with the role they assigned (e.g. Viewer, Buyer, Manager, Admin).
See also: Join an Organization.
What you should see after a successful start
- Left sidebar with Dashboard, Vendors, Tasks, etc.
- Your email and role at the bottom of the sidebar
- Ability to open Vendors and create or view records
If the sidebar is empty or you loop on login, see Troubleshooting below.
Tips for the first day
- Use search and status filters on Vendors once you have several records.
- Put due dates on tasks so they appear under Tasks & Follow-ups.
- Prefer View / Download for files instead of emailing unrestricted copies.
- Do not share your password — each person needs their own seat.
Troubleshooting (first login)
| Problem | What to try |
|---|---|
| Can’t sign up | Check email spelling; try another browser; confirm you have the correct app URL |
| Logged in but blank page | Hard refresh; clear site cookies for this domain; try again |
| “No organization” | Finish signup, or accept a valid invite |
| Invite says wrong email | Log out and sign in with the invited email |
| Don’t see Approvals | Free plan does not include Approvals — normal behavior |
Next articles
Help Center · Getting Started
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