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

# Getting Started

> Prepare your TradesField account and invite your first vendor.

Welcome to TradesField. Follow the checklist below to configure your workspace before suppliers begin submitting information.

## Set up your company profile

1. **Create or accept your workspace invite.** Use your company email so team permissions match internal roles.
2. **Fill in company essentials.** Add your trading name, ABN, and billing contact details. These appear on vendor-facing pages and email notifications.
3. **Tailor review stages.** Decide who signs off on vendor submissions (for example, finance, compliance, or project management) and assign the appropriate approvers.

## Bring your team onboard

* Invite colleagues who need visibility, such as the CFO, accounts payable manager, and project administrators.
* Choose each teammate’s role so approval steps and notifications reach the right people.
* Set preferences for the types of alerts each role should receive (expiring insurance, missing documents, etc.).

## Configure vendor requirements

* Define the documents every vendor must supply: licences, insurances, bank verification, safety certificates, and any project-specific forms.
* Organise requirements into categories so vendors know exactly what to upload.
* Add supporting notes or templates to speed up submissions.

## Invite your first vendor

1. Add the vendor’s contact details and select the relevant requirement set.
2. Attach any onboarding instructions or project references.
3. Send the invitation. Vendors receive a secure link to complete everything in one portal session.

When your first submission arrives, head to the **Platform** section to learn how verification and monitoring work.