> For the complete documentation index, see [llms.txt](https://docs.cloudscaff.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cloudscaff.com/getting-started/getting-started-first-login.md).

# Getting Started - First Login

## **Account Setup and Optimization**

After logging into Cloudscaff, it’s important to set up and optimize your company account to ensure all your documents, reports, and site activities display accurate business details.\
\
This includes configuring your business profile, uploading your logo, and defining how inventory, terminology, and units of measure are displayed across the platform.

***

## Access Settings

In the **side navigation**, scroll down and click **Settings**.

<div align="left"><figure><img src="/files/9LhIQPBLkTuwgatZZvbK" alt="" width="111"><figcaption></figcaption></figure></div>

## Settings

The **Settings** page will appear, showing the following options:

<div align="left" data-with-frame="true"><figure><img src="/files/SPxQVfwEP7NMxXw6McC1" alt=""><figcaption></figcaption></figure></div>

### **Business Settings:**&#x20;

Manage your company information, branding, and operational preferences. Update your business details, upload logos, set tax rates, and configure document display options.

{% hint style="info" %}
[Click here to learn how to edit your Business Settings](/settings/business-settings.md)
{% endhint %}

### **Templates:**&#x20;

Customize the layout and content of your documents.

{% hint style="info" %}
[Click here to learn how to build and edit your Templates](/settings/templates.md)
{% endhint %}

### **User Profiles:**&#x20;

Manage system users, assign roles, and control access permissions. Each profile defines what team members can view or edit within Cloudscaff.

{% hint style="info" %}
[Click here to learn how to add and manage your Users](broken://pages/bvFYjMmC8NfnB5b68Maa)
{% endhint %}

### **Customer Profiles:**&#x20;

Create and manage customer accounts with contact details, addresses, and reference information. These profiles link directly to jobs, deliveries, and safety documents.

{% hint style="info" %}
[Click here to learn how to add and manage your Customers](/settings/customer-management.md)
{% endhint %}

### **Terms & Conditions:**&#x20;

Add and manage your company’s legal or operational terms that appear on documents. Keep your policies consistent across all client communications.

{% hint style="info" %}
[Click here to learn how to add and edit your Terms & Conditions](/settings/terms-and-conditions.md)
{% endhint %}