Getting started
Set up your company, currency, and first project
Welcome to Brakzon Atlas. This guide gets your company fully operational in one clean setup pass.
Setup checklist
- Create your account or sign in to your existing workspace.
- Create your company workspace.
- Complete the company profile and upload logo and certificate.
- Choose your calendar system and working currencies.
- Create your first project.
- Configure project settings and optional features.
- Add budget, income, expenses, contracts, and products.
Create account or sign in
Before using the workspace, you need access to your account.
New users
If you are new to Brakzon Atlas:
- open Get started
- create your account with your work details
- verify the 6-digit OTP code sent to your email
Existing users
If you already have an account:
- open Sign in
- enter your email and password
- confirm the OTP verification code
After successful authentication, you will be taken to your workspace.
For the full login and registration flow, see Create account and sign in.
Company profile
Your company profile is the identity used across reports, invoices, and public contract verification pages.
Required
- Company name and logo
- Address and contact
- Website and legal document when available
Verification-ready setup
If you want your company to be verified and shown publicly in trusted company areas, complete as much business information as possible.
Recommended:
- upload the company logo
- upload the registration certificate or legal document
- add website, phone, and email
- complete the address details
Currency and calendar
Use one base currency for reporting. Multi-currency is supported for projects and expenses.
- Base currency drives dashboards and totals.
- Calendar system drives all date formatting.
- Additional currencies can be added later from company settings.
Users and roles
- Admin: full access (finance + settings)
- Manager: projects, contracts, expenses
- Employee: assigned areas only
First project
One project = one client or one site. This keeps reporting clean.
- Create project
- Open project settings
- Add budget
- Add contracts
- Track expenses + income
- Enable workers only if the project needs project-level labor tracking
Products and public pages
Brakzon Atlas also supports company product management.
You can:
- create internal products
- publish selected products publicly
- share public product links outside the app
Common pitfalls
- Mixing multiple clients in one project
- Changing base currency after data entry
- Skipping roles and permissions
- Leaving company verification data incomplete