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Getting started

SnapIt uses one login page. After sign-in, where you land depends on whether you are a tenant user (customer workspace) or Root (platform admin).

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New workspace signup

1

Register

Open /register, create an owner account, and SnapIt provisions a workspace with welcome credits and a default API key.
2

Verify email (OTP)

Enter the code at /verify-otp. Unverified users cannot call tenant APIs.
3

Complete onboarding

At /onboarding, rename the workspace, optionally invite teammates, and save your API key (shown once).
4

Open the dashboard

You land on Dashboard with Invoices, Needs Attention, Upload, Products, Export, Billing, Team, inbound channels, Reminders, Integrations, and API Keys in the sidebar. Some settings are visible only to workspace owners.
After onboarding, upload a sample PDF or image from Upload, then open the invoice when status becomes Ready. See Upload and processing.

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Team invites

Owners can invite teammates from Settings → Team or during onboarding.
  1. Invitee opens {APP_PUBLIC_URL}/invite/{token}.
  2. They register onto the same workspace (no second welcome credit grant).
  3. After OTP, invitees skip the owner onboarding wizard.
Typical roles:

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Root vs tenant

Root accounts manage all tenants, credit packages, and platform AI settings. They do not use Billing or tenant Upload for day-to-day invoice work. Customer workspaces never see Admin pages. If you open an admin URL as a tenant user, SnapIt redirects you home.
Platform Root setup (env bootstrap, Docker ADMIN_*) is an operator concern. Product users should register or accept an invite — see the repo docs/root-tenant-login.md only if you self-host.

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Next steps

Upload an invoice

Pipeline statuses and Needs Attention

Review invoices

Corrections, audit history, duplicates, and payment fields

Export data

Excel, CSV, and JSON downloads

Manage your team

Invitations, roles, and workspace permissions

Buy or check credits

Settings → Billing

Explore products

Search goods extracted from invoice line items

Set payment reminders

Email and WhatsApp nudges for unpaid invoices

Connect accounting software

Xero or QuickBooks

Create an API key

Programmatic uploads

Connect WhatsApp

Capture invoices from photos and chats