Gettingstarted.
From first login to your first working automation: account setup, launching apps, and inviting your team.
Set up your account
Four steps between signup and a working workspace.
1. Verify your email and log in
Create your account, click the verification link we send, and log in to reach your dashboard.
2. Complete your profile
Add your company name, industry, and timezone. This tailors templates to your business and keeps scheduling correct for your location.
3. Set up notifications
Enable email notifications for key events in Settings, and set the preferences that suit how you work.
4. Review billing
Open the Billing section, add a payment method, and review your current plan and usage.
Launch your first app
Everything runs from your client portal. Open the Apps section, pick where you want to start, and follow that app's onboarding wizard.
OMG Leads
Capture the people who need you and keep follow-ups moving. Launch it from the portal when you need pipeline.
Read the docs →OMG IQ
A curated industry digest every morning by email, SMS, or WhatsApp. Pick your industries and it does the reading.
Read the docs →TimeGuard AI
The AI receptionist that answers calls, books appointments, and filters spam around the clock.
Read the docs →Local Demand Scanner
A portal tool that scans local search demand in your market and builds ready-to-run ad kits from it.
Read the docs →SecureVault Docs is being rebuilt and isn't available yet; see its docs for what's coming and join the waitlist.
Build your first automation
A lead notification alert: when a new lead comes in, you get an instant SMS or email, so no lead waits on you to check a dashboard. You'll need your account set up and notification preferences saved first.
1. Open Automations
From your dashboard go to Services, then Automations, or navigate straight to /portal/client/automations. Click Create New Automation or Request Automation.
2. Choose your trigger
The trigger is the event that starts the automation. Select New Lead Created, choose your lead source (form submission or webhook), and add optional filters.
3. Define the action
Select Send Notification and pick a channel: SMS, email, or Slack. The message template can include the lead's name, email, and source.
4. Test it
Click Test, confirm the notification arrives, and check that every field came through correctly.
5. Activate and monitor
Toggle the automation to Active. You can watch its logs from your dashboard and edit it any time.
Once it works, level it up: auto-assign leads by territory, add follow-up reminder sequences, or request a custom build.
Invite your team
Go to Settings, then Team. Click Invite Team Member, enter their email, pick a role, choose which apps they can access, and send the invite. They get an email with a login link.
Owner
Full access to everything, including billing. Can add or remove any user and change all settings.
Admin
Full access to apps and automations and can invite non-admin members. No access to billing or account deletion.
Team Member
Access to assigned apps only. Can view and use automations but not create or edit them, and cannot invite others.
Viewer
Read-only access to dashboards and reports. Useful for stakeholders or clients who need visibility without edit rights.
- Start with minimum access. Grant more as it's needed, not up front.
- Team Member fits most staff. Reserve Admin for managers, and use Viewer accounts for reporting needs.
- Review permissions quarterly. Roles drift as people change jobs; a quarterly pass keeps access honest.
- Transferring ownership? Contact support and we'll move it safely.
Want a guided setup instead?
Book a strategy session and we'll map your business onto the apps with you, live.
More documentation
OMG Leads
Capture leads, qualify them, and keep follow-ups moving.
OMG IQ
Set up your daily industry digest and smart alerts.
TimeGuard AI
Configure your AI receptionist: call answering and booking.
Local Demand Scanner
Scan local search demand and turn it into ready-to-run ad kits.
SecureVault Docs
How the vault will work: security model and document flow. Coming soon.
Playbooks
Industry recipes that combine the apps into working systems.
Can't find it? Try the Help Center or email support@omgsystems.ca.