Before You Begin
Make sure you have:
Email verified
Logged into your account
On your Dashboard
By the end of this guide: You'll have your profile complete, your first app activated, and be ready to build automations.
1
Complete Your Profile
Navigate to Profile settings from your Dashboard and add:
- Your company name
- Your industry
- Your timezone
Why it matters: This enables personalized automation templates and ensures scheduling works correctly for your location.
2
Connect Your First App
Go to the Apps section in your portal and choose your starting point based on your immediate needs:
Need to manage clients?
Start with OMG-CRM
Need secure document storage?
Start with SecureVault Docs
Need leads?
Start with Market Signal or OMG-Leads
Click "Start Free Trial" or "Unlock" and follow the app-specific onboarding wizard.
3
Set Up Notifications
- Enable email notifications for key events
- Optional: Connect Slack or Teams for real-time alerts
- Set your notification preferences in Settings
4
Review Billing
- Navigate to the Billing section
- Add a payment method (required for full access)
- Review your current plan and usage