The last three areas of account setup are quick to run through. In Ignition, select Settings near the bottom of the left-hand menu, then work through the Branding, Taxes and Users tabs along the top of the page. Only administrators can see these tabs.

On the Branding tab, upload your Logo and choose a Brand color. Ignition uses your brand color for buttons and accents on your proposals, so they stay on-brand and look professional.

Use a logo with a transparent background, as a .png, .jpg or .gif file under 5MB. To use a colour that isn't in the suggested palette, choose a custom colour and enter its HEX value.

If you're on the Pro, Pro+ or Enterprise plan, you can also add a Brochure (PDF) of up to 15MB. Ignition attaches it automatically to every new proposal you create.

On the Taxes tab, set how tax appears on your proposals if you charge it.

Choose a Sales tax display, which controls whether prices on your proposal's pricing page show Including tax, Excluding tax, or No tax display.

Then set a Sales tax label, which is the name you use for sales tax, such as Tax, GST or VAT. Select Save when you're done.

For example:

If you completed Setup 1: Integrate your cloud ledger, Ignition brings in your tax rates from your cloud ledger and lists them under Tax rates. Make any changes to those rates in your accounting software, and they sync to Ignition. Choose a Default tax rate for services that don't have their own rate.

On the Users tab, select New user to add each team member who will be using Ignition. Enter their Full name and Email, choose a Role, and leave Invite user to Ignition on to email them an invitation.

Every user has one of two roles:

Managing your Ignition subscription is a separate permission. Turn on Allow user to manage Ignition subscription for anyone who needs it.

Once these are done, your account settings are complete. Next, you'll get your templates into Ignition.