Essential settings

When first setting up a new organization in ScaleXP, be sure to customize these settings to get the results you are expecting:

1. Grant access to your team members: How to add team members; inviting others to access your ScaleXP.
2. Set up security settings for the whole team: ScaleXP 2-Factor Authentication.
3. If your financial year end is not December, you will need to change it: How to change the financial year end.
4. Set the way dates are formatted to suit your personal expectations: How to change the date format in ScaleXP.

Customize your reports and presentations

You can then add further customizations to make your presentations and reports tailored to your organization:

1. Add your logo: How to change or add your logo in ScaleXP.
2. Set your brand colors: How to set brand colors in ScaleXP.
3. Hide unused accounts to tidy up financial reporting: How to exclude unused (zero value) accounts from reporting.

Watch the setup video

For further guidance, please follow the video below: