Getting started: set up your company

Getting started: set up your company

The recommended order for standing up a new Syntecton company — from company settings to your first project — with links to each step.

Updated June 1, 2026 For:

Company Admin

This is the starting point for a brand-new Syntecton account.

Setup checklist

01

Configure company settings

Company name, logo, and preferences. See Configure your company.

02

Set up cost codes

See Set up cost codes.

03

Define roles and permissions

See Roles & permissions.

04

Invite your team

See Invite users.

05

Add external resources

See Manage company resources.

06

Choose your tools

See Tool Control.

07

Create your first project

See Create your first project.

08

Confirm billing

See Billing setup.

For day-to-day use, head to the Product Manual.