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

# Getting started

Help and advice for getting started with tiny+

## Welcome to tiny+!

We're glad to have you with us. This section takes a new account from empty to working in an afternoon. Each step links to the guide that explains it.

## Setting up a new account

For the Account Admin.

* [ ] Sign in for the first time and work through the [setup screens](/guides/getting-started/your-first-session.md): your firm, AI, your team, a setup session, and the demo firm or your own data
* [ ] Check your firm's name, country and time zone under Account Settings -> Basics
* [ ] Design your [project pipeline](/guides/getting-started/designing-your-project-pipeline.md)
* [ ] Design your [client relationship pipeline](/guides/getting-started/designing-your-client-relationship-pipeline.md)
* [ ] Set up your [categories and tags](/guides/getting-started/setting-up-categories.md): sectors, services, offices
* [ ] [Import](/guides/getting-started/importing-your-content.md) your companies, contacts and projects from spreadsheets
* [ ] [Add your team](/guides/getting-started/adding-your-team.md), and give a few people [roles](/guides/getting-started/user-permissions-and-roles.md)
* [ ] Switch on some [scheduled reports](/guides/reports/scheduled-reports.md), such as My Week on Monday morning
* [ ] [Remove the demo firm](/guides/getting-started/removing-the-demo-firm.md) once your own records are in

## Joining as a new user

For everyone.

* [ ] Read the [Everyday](/guides/everyday.md) guides to pick up the ideas tiny+ is built on
* [ ] Look at your [Dashboard](/guides/everyday/for-me.md), and make it your start page if you prefer it to the News Feed
* [ ] Add your most important leads on the [Projects](https://crm.tiny.plus/projects) page
* [ ] Add your most important clients on the [Companies](https://crm.tiny.plus/companies) page
* [ ] Make your first [News Feed](/guides/everyday/news-feed.md) post about a company or a project
* [ ] Install the [iPhone and iPad](https://apps.apple.com/us/app/tiny/id1450941555?ls=1) or [Android](https://play.google.com/store/apps/details?id=plus.tiny.crm) app
* [ ] Using Outlook? Connect [Microsoft 365](/guides/integrations/office-365.md) for relationship capture and contacts and calendar sync
* [ ] Turn on [two factor authentication](/guides/how-tos/enabling-two-factor-authentication.md)