# 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.\
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This includes configuring your business profile, uploading your logo, and defining how inventory, terminology, and units of measure are displayed across the platform.

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## Access Settings

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

<div align="left"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2FaLr6uEPiKPIcT1nmOuAK%2FScreenshot%202025-10-27%20at%2011.34.20.png?alt=media&#x26;token=800c2527-2043-4bde-bc1e-0c3b1ba8fcf6" 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="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2FCiUxTb0xKlnQIJ755c2c%2FScreenshot%202025-10-27%20at%2011.35.11.png?alt=media&#x26;token=dc4d8806-9366-4370-8678-36ce82ff3bec" 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](https://docs.cloudscaff.com/settings/business-settings)
{% 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](https://docs.cloudscaff.com/settings/templates)
{% 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](https://docs.cloudscaff.com/getting-started/broken-reference)
{% 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](https://docs.cloudscaff.com/settings/customer-management)
{% 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](https://docs.cloudscaff.com/settings/terms-and-conditions)
{% endhint %}