User guide

How do I get started?

After logging in, you land on the dashboard. If you are the owner of a business, create an enterprise first and then select it from your profile so your order and cashflow views reflect the right company context.

1. Enterprise

Enterprises are the logical boundary for your business data. Members within the same enterprise can see shared records, while external users cannot. Each user can manage multiple enterprises and switch between them as needed.

2. User

A user belongs to the Illumiere community and must be added to an enterprise to access records. The user can switch their active enterprise in their profile area.

3. Order book

The order book shows request, order, and invoice records for the selected enterprise. You can filter by buy, sell, or all records and track the status of each transaction from draft to paid or closed.

Quick start checklist

• Create or select an enterprise from the dashboard.
• Add members and manage your enterprise profile.
• Create orders and track status across the order lifecycle.
• Use the settings area to manage integrations and credentials.