{"id":27410,"date":"2025-01-19T07:16:50","date_gmt":"2025-01-19T07:16:50","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=27410"},"modified":"2025-01-19T07:16:50","modified_gmt":"2025-01-19T07:16:50","slug":"system-registration-guide","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/system-registration-guide\/","title":{"rendered":"System Registration Guide"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]Registering to the system requires a few simple steps in order to create an account successfully. In this tutorial, we will take you through the new registration add-ons to enhance the process.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Getting Started&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1736939929513{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]When you visit the website, you&#8217;ll see the &#8216;<strong>Get Started For Free<\/strong>&#8216; button in the top-right corner of the screen. Simply click on it to begin.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-27412\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/443.png\" alt=\"\" width=\"1366\" height=\"598\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/443.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/443-300x131.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/443-1024x448.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/443-768x336.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>You will now be directed to the registration screen, where you can enter your business&#8217;s information.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-27416\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/342.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/342.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/342-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/342-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/342-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>Fill in the following required data:<\/p>\n<ul>\n<li><strong>Business Name<\/strong>: Enter the name of your business.<\/li>\n<li><strong>Email Address<\/strong>: Provide a valid email address for account communication.<\/li>\n<li><strong>Mobile Number:<\/strong> Enter your mobile number, as well as the country code.<\/li>\n<li><strong>Domain<\/strong>: The system will automatically recommend a unique domain for you, but you can edit or change it if needed.<\/li>\n<li><strong>Password<\/strong>: Set a secure password for your account.<\/li>\n<li><strong>Re-enter Password<\/strong>: Confirm your password by entering it again.<\/li>\n<\/ul>\n<p>After filling all required data, click on the &#8220;<strong>Get Started For Free<\/strong>&#8221; button.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-27420\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/984.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/984.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/984-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/984-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/984-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<div class=\"flex-1 overflow-hidden @container\/thread\">\n<div class=\"h-full\">\n<div class=\"react-scroll-to-bottom--css-sqsqk-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-sqsqk-1n7m0yu\">\n<div class=\"flex flex-col text-sm\">\n<article class=\"w-full scroll-mb-[var(--thread-trailing-height,150px)] text-token-text-primary focus-visible:outline-2 focus-visible:outline-offset-[-4px]\" dir=\"auto\" data-testid=\"conversation-turn-21\" data-scroll-anchor=\"true\">\n<div class=\"m-auto text-base py-[18px] px-3 md:px-4 w-full md:px-5 lg:px-4 xl:px-5\">\n<div class=\"mx-auto flex flex-1 gap-4 text-base md:gap-5 lg:gap-6 md:max-w-3xl\">\n<div class=\"group\/conversation-turn relative flex w-full min-w-0 flex-col agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex max-w-full flex-col flex-grow\">\n<div class=\"min-h-8 text-message flex w-full flex-col items-end gap-2 whitespace-normal break-words text-start [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"ea40cc09-082a-4de7-8373-4a4e82ecfad2\" data-message-model-slug=\"gpt-4o-mini\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Registration Add-ons&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1736943136623{margin-left: 120px !important;}&#8221;][vc_column_text]<\/p>\n<div class=\"flex-1 overflow-hidden @container\/thread\">\n<div class=\"h-full\">\n<div class=\"react-scroll-to-bottom--css-sqsqk-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-sqsqk-1n7m0yu\">\n<div class=\"flex flex-col text-sm\">\n<article class=\"w-full scroll-mb-[var(--thread-trailing-height,150px)] text-token-text-primary focus-visible:outline-2 focus-visible:outline-offset-[-4px]\" dir=\"auto\" data-testid=\"conversation-turn-21\" data-scroll-anchor=\"true\">\n<div class=\"m-auto text-base py-[18px] px-3 md:px-4 w-full md:px-5 lg:px-4 xl:px-5\">\n<div class=\"mx-auto flex flex-1 gap-4 text-base md:gap-5 lg:gap-6 md:max-w-3xl\">\n<div class=\"group\/conversation-turn relative flex w-full min-w-0 flex-col agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex max-w-full flex-col flex-grow\">\n<div class=\"min-h-8 text-message flex w-full flex-col items-end gap-2 whitespace-normal break-words text-start [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"ea40cc09-082a-4de7-8373-4a4e82ecfad2\" data-message-model-slug=\"gpt-4o-mini\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>To get a more dedicated version of Daftra, the account creator should enter the following data, which will help automatically enable settings and options tailored to your position and business needs.<\/p>\n<ul>\n<li><strong>First Name<\/strong>: Enter your first name.<\/li>\n<li><strong>Last Name<\/strong>: Enter your last name.<\/li>\n<li><strong>Position<\/strong>: Specify your job title or position within the company.<\/li>\n<li><strong>Company Size<\/strong>: Choose the number of employees in your company.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-27429 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/733.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/733.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/733-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/733-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/733-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]You can also choose to edit your country, time zone, currency, and account language. On the left side of the screen, you can copy your account domain or link by clicking the &#8216;<strong>Copy<\/strong>&#8216; button.<\/p>\n<p>Click &#8220;<strong>Next<\/strong>&#8221; to complete the registration process.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-27445\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/843.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/843.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/843-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/843-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/843-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>Fill in the following:<\/p>\n<ul>\n<li><strong>Address<\/strong>: Enter the physical address of your business.<\/li>\n<li><strong>City<\/strong>: Provide the city where your business is located.<\/li>\n<li><strong>State<\/strong>: Specify the state or province.<\/li>\n<li><strong>Postal Code<\/strong>: Enter the postal code.<\/li>\n<li><strong>EIN<\/strong>: Enter your Employer Identification Number (EIN) for tax purposes.<\/li>\n<li><strong>Business Logo<\/strong>: Upload your business logo for identification.<\/li>\n<\/ul>\n<p>Then click &#8220;<strong>Complete<\/strong>&#8220;.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-27447\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/8585.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/8585.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/8585-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/8585-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/8585-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221; css=&#8221;.vc_custom_1736944953583{margin-left: 200px !important;}&#8221;]<\/p>\n<blockquote><p>Fields that have a red asterisk (<strong>*<\/strong>) beside them are mandatory and must be filled, while others are optional.<\/p><\/blockquote>\n<p>[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]The final step is to choose your business industry or search for it in the search box. Alternatively, you can click on &#8216;<strong>Skip, I will configure the system manually<\/strong>&#8216; to skip this step.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-27452\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/896.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/896.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/896-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/896-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/896-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>The account is now successfully created. You can now\u00a0 start using the system.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-27461\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/8484.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/8484.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/8484-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/8484-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/8484-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;How Position Selection Affects Account Features&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1736945612592{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<div class=\"flex-shrink-0 flex flex-col relative items-end\">\n<div>\n<div class=\"pt-0\">\n<div class=\"gizmo-bot-avatar flex h-8 w-8 items-center justify-center overflow-hidden rounded-full\">\n<div class=\"relative p-1 rounded-sm flex items-center justify-center bg-token-main-surface-primary text-token-text-primary h-8 w-8\">By selecting your position in the registration process, the system can adjust settings, options, and tools specific to your role, ensuring a more personalized and efficient experience.<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]In the account we previously created, we selected the account creator&#8217;s position as &#8216;<strong>Accounting Officer<\/strong>&#8216;. As a result, the &#8216;<strong>Accounting Management<\/strong>&#8216; app will be automatically enabled, along with some accounting features, such as &#8216;<strong>Accounts Routing<\/strong>&#8216;, which will also be enabled by the system.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-27555 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/543.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/543.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/543-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/543-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/543-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>From the main menu click on &#8220;<strong>Accounting Settings<\/strong>&#8221; in the dropdown menu of &#8220;<strong>Accounting<\/strong>&#8220;, then select the &#8220;<strong>Accounts Routing<\/strong>&#8221; tab.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-27466\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/948.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/948.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/948-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/948-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/948-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>You&#8217;ll find that the routing type for all accounts is automatically set to &#8216;<strong>Specify per each<\/strong>&#8216; to allow you to select the desired account for routing the transaction within the transaction itself.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-27469\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/93484.png\" alt=\"\" width=\"1199\" height=\"598\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/93484.png 1199w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/93484-300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/93484-1024x511.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/01\/93484-768x383.png 768w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;sky&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]Refer to this guide for more details about &#8220;<a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/account-routing-guide\/\">Accounts Routing<\/a>&#8220;.[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[2069],"tags":[5198,7948,7947,7955],"class_list":["post-27410","user_manual","type-user_manual","status-publish","hentry","category-about-daftra","tag-daftra","tag-get-started","tag-registration","tag-registration-addons"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>System Registration Guide - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/system-registration-guide\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"System Registration Guide - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]Registering to the system requires a few simple steps in order to create an account successfully. 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