> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getveles.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Setup

> Configure your Veles workspace: company details, branding, billing information, payment methods, and default settings.

This guide covers the full configuration of your Veles account. All settings described here are managed in the **Admin Console**, which is accessible to users with the Admin role.

<Info>
  Looking for the condensed version? The [Quickstart](/get-started/quickstart/quickstart) walks through the minimum setup to get your first quote out the door.
</Info>

***

## Company information

Navigate to **Admin Console > Settings > Business**.

Enter your company's **trade name** -- this is the name used in customer-facing materials. It appears on the buyer web portal, transactional emails, and generated documents (proposals, order forms, contracts).

<Tip>
  The trade name can be different from your legal name. For example, your trade name might be "Acme" while your legal entity is "Acme Software, Inc." Both are stored separately.
</Tip>

***

## Brand identity

Your brand settings control the look and feel of every customer-facing output from Veles: quotes, proposals, the buyer web portal, emails, and generated PDFs.

### Logo

Upload your company logo. This is displayed on:

* The buyer-facing web portal
* Generated documents (proposals, order forms, contracts)
* Transactional emails

Use a high-resolution image with a transparent background for best results. Veles supports PNG and JPEG formats. Do not use web files as they will cause your documents to error on export.

### Favicon

Upload a favicon for the buyer web portal. This is the small icon that appears in the browser tab when a buyer opens your quote link.

### Brand color

Set your **primary brand color** by entering a HEX code (e.g., `#4F46E5`). This color is used as the accent throughout documents and emails -- buttons, headers, highlights, and other visual elements.

Veles provides a **live preview** on the right side of the settings screen so you can see how your changes affect generated documents before saving.

<Warning>
  Choose a brand color with strong contrast against white backgrounds. Very light colors may not render well on documents and email clients.
</Warning>

***

## Default settings

Beyond the core configuration above, there are several account-wide defaults worth setting before your team starts quoting.

### Currencies

Veles supports multi-currency pricing. Your **base currency** is determined by your company's country (set during account creation). To add additional currencies for international deals, see [Adding Currencies](/get-started/pricing-and-packaging/adding-currencies).

### Document templates

Veles generates proposals, order forms, and contracts using customizable HTML/CSS templates. Your brand identity settings (logo, color) are automatically applied, but you can further customize layouts and content. See [Document Generation](/get-started/document-generation) for template configuration.

### Approval workflows

If your organization requires deal approvals (e.g., for discounts above a threshold), configure approval chains before your team starts quoting. Approval routing is based on the user hierarchy you set up when [adding users](/get-started/quickstart/adding-users). See [Approvals](/get-started/calculator/approvals) for configuration details.

***

## What's next

<CardGroup cols={2}>
  <Card title="Add your first product" icon="box" href="/get-started/quickstart/adding-a-product">
    Build your product catalog manually or import from Stripe.
  </Card>

  <Card title="Invite your team" icon="users" href="/get-started/quickstart/adding-users">
    Add users, assign roles, and configure the org hierarchy.
  </Card>

  <Card title="Connect your CRM" icon="plug" href="/get-started/quickstart/connect-your-crm">
    Set up bi-directional sync with Salesforce or HubSpot.
  </Card>

  <Card title="Configure pricing rules" icon="shield-check" href="/get-started/rules-and-approval/learn-the-basics">
    Set up guardrails and approval logic before reps start quoting.
  </Card>
</CardGroup>