Getting Started

Getting Started with BigLedger

Your essential first steps with BigLedger’s Business Operating System. This section covers everything you need to know to get up and running quickly and efficiently.

Quick Start Guide

New to BigLedger? Follow this path for the fastest onboarding experience:

Introduction to BigLedger
Platform overview, key concepts, and getting oriented with the system
Platform Architecture
Understanding BigLedger’s applet-based Business Operating System
Navigation Guide
Master the interface, shortcuts, and efficient navigation patterns

First-Time Setup Checklist

Complete these essential tasks to set up your BigLedger environment:

  • Account Registration - Create your BigLedger account and verify email
  • Company Profile Setup - Configure your organization details and preferences
  • User Management - Add team members and assign appropriate permissions
  • Basic Configuration - Set up currencies, tax settings, and business rules
  • Master Data Import - Add customers, suppliers, and product catalog
  • Initial Testing - Verify core functions are working correctly

Learning Path Recommendations

For Business Owners & Executives

  1. Start with Introduction to BigLedger
  2. Review Platform Architecture
  3. Explore Core Business Modules
  4. Plan your implementation strategy

For System Administrators

  1. Complete Platform Overview
  2. Master Navigation Guide
  3. Set up User Administration
  4. Configure System Settings

For End Users

  1. Begin with Introduction
  2. Learn Navigation Basics
  3. Practice Basic Operations
  4. Explore relevant Daily Tasks

Expected Timeline

Week 1: Foundation

  • Complete account setup and basic configuration
  • Review platform concepts and architecture
  • Set up user accounts and permissions

Week 2: Core Setup

  • Import master data (customers, products, suppliers)
  • Configure essential business settings
  • Test basic workflows

Week 3: Training & Testing

  • Train team members on core functions
  • Run parallel testing with existing systems
  • Refine configurations based on feedback

Week 4: Go Live

  • Complete final testing and validation
  • Switch to live operations
  • Monitor and support users
Success Tip: Most successful implementations follow the 80/20 rule - get 80% of your core business processes working first, then add advanced features gradually.

Next Steps

Once you complete the Getting Started section:

  1. Basic Operations - Learn fundamental daily tasks
  2. Daily Tasks - Master routine business operations
  3. Administration - Configure advanced system settings
  4. Best Practices - Optimize your BigLedger usage

Need Help?

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New User Recommendation: Spend at least 30 minutes in each Getting Started guide to build a solid foundation. This investment will save hours later.