Getting Started

This guide takes you from your first sign-in to your first contact. It takes a few minutes.

1. Sign in#

1. Go to app.nanabase.co. The page is called Sign in or create account.
2. Enter your work email in Email Address.
3. Tick I agree to the Terms of Service and Privacy Policy. The buttons stay off until you do.
4. Click Login, or click Continue with Google and finish in the Google pop-up.

If you chose the email link, open the message from Nanabase and click the link. The link expires, so use it soon, and each link works only once. If it has expired or was already used, go back to the sign-in page and request a new one. You can ask for a new email after 30 seconds with Resend.

There is no password to create or remember.

2. Set up your account#

The first screen is Set up your account.

• Enter your First Name and Last Name. Colleagues see this name.
• Optionally upload a profile photo: PNG, JPEG or WebP, under 5 MB.

Your time zone is detected for you. You can change it later in Settings.

3. Choose how to start#

The next screen asks How do you want to get started? Pick one of three options. You can create or join a company later from the company switcher, so this choice is not final.

Join my company#

Use this when your company already uses Nanabase.

1. Choose Join my company.
2. Enter a Colleague's work email and click Send Request.

What happens next depends on the company's settings:

• You're in. You joined right away. This happens when your own verified work email is on the company's domain, the company does not require approval, and it has a free seat.
• Request submitted. An admin has to approve you. You wait on a page that says your request is pending, and you can cancel the request there. You get a notification when you are approved.

If no company matches, Nanabase emails your colleague and suggests they set up a workspace. Personal email domains such as Gmail never match a company.

Create company workspace#

Use this when you are the first person from your company.

1. Choose Create company workspace.
2. Enter the Company name (at least 2 characters).
3. Check the Workspace URL. It is filled in from the company name. Use 3 to 30 lowercase letters, numbers and hyphens, without a hyphen at the start or end.
4. Click Continue.

You become the Owner of the workspace. The domain of your verified work email is added to the company, so colleagues on the same domain can find it when they join.

Just use personal contacts#

Choose Just use personal contacts to skip company setup and use your private list only.

When you see You're all set!, your account is ready.

4. Add your first contact#

1. Open My Contacts in the sidebar.
2. Click Add Contact.
3. Enter at least a first and last name. Email, phone, company, job title, tags and notes are optional.
4. Click Create Contact.

The contact is private: only you can see it. To bring in many contacts at once, see Import contacts.

5. Bring in your team#

If you created the workspace, you can:

• Invite colleagues by email from People & Access. See Team management.
• Let colleagues on your email domain join on their own, with or without your approval. See Company settings.

Next steps#