Get set up

Before you start working with orders, check these four things.

1. You can sign in

Your organization’s admin invites you to Mattersmith by email. Follow the instructions in the invitation, then sign in with your email and password.

If you belong to more than one organization, select your name at the bottom of the left menu to see which organization you’re working in.

2. You have the right role

Look at the left menu:

• If Dashboard appears above Orders, you’re an Order Manager: you price orders and see them through production, and you can create them too.
• If Orders appears without Dashboard, you’re a designer: you build quotes for your customers and submit them to your manufacturer.

If you don’t see Orders at all, or you have the wrong role, ask your organization’s admin. Admins manage people under Profile > Organization > Users.

3. Your organization has a catalog

Orders are built from a catalog: the set of products you can order, with their options and prices. Each organization has its own.

To check, select Orders in the left menu, then Create Order. The window lists the catalogs you can order from. If it’s empty, ask your admin, then close the window without creating anything.

4. You’ll hear about new orders

Order emails are off until you turn them on. See Turn on order emails.

Next

Try the tutorial for your role:

• Order Managers: Your first order, part 1
• Designers: Your first quote as a designer, part 1

Getting help

For questions about your account, your role, or your organization’s catalogs, contact your organization’s admin.