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

# Getting started

## In this section

* Signing in & your account — invitations, roles, and the "no workspace" fix.
* The Partner workspace — the rail, its five groups, breadcrumbs, the phone drawer, sample data.
* [First-day setup](/getting-started/first-day-setup.md) — the setup checklist and every Settings panel, in order.

## Signing in

Allshore uses your firm's organization directory for sign-in — you'll receive an **email invitation**; accepting it creates your account and assigns your role. There are no separate Allshore passwords to manage. After signing in you land on your **Dashboard**.

If you sign in and see "Your account has no role yet", sign out and back in; if it persists, ask your firm's admin to check your membership.

## Finding your way around

* The **navigation rail** (left) is grouped into Overview · Clients · People · Time & money · Configure. Groups collapse, and remember their state.
* The **rail foot** shows who you are: your name, your **organization**, and your role.
* **Breadcrumbs** in the top bar show where you are on detail screens.
* On a phone, the rail becomes a **drawer** behind the menu button — every screen works down to small phone widths.
* If your workspace was seeded with **example data**, a banner and `sample` chips mark demo records. Admins can purge example data from Settings at any time.

## First-day setup (admins)

Everything your firm needs to configure lives in **Settings** and two Configure screens:

1. **Branding** — your logo and invoice appearance, used on generated PDFs and emails.
2. **Payment rail** — your Stripe settlement configuration, so invoice payments reconcile automatically.
3. **Rate card** — your standing price list per role; it seeds contract bill rates so new deals start priced.
4. **Contract types** — NDA / MSA / SoW come seeded; manage your firm's own document taxonomy from the **Clients & contracts** screen's document-types panel.
5. **Checklist templates** — onboarding checklists you pick from at hire; the offboarding checklist runs automatically when you offboard someone.
6. **Custom fields** — extra roster fields your firm tracks.
7. **Document templates** (Configure → Document templates) — the merge-field sources for generated MSAs, SOWs, NDAs and offer letters.

An in-app **setup checklist** on the Dashboard tracks how far along you are.


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