# Quickstart

## What to expect

This guide walks you through your first five steps on the platform. No technical background is required. We cover everything you need on day one.

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## Step 1: Set up your account

After registration you land in the setup assistant. This is where you lay the foundation of your workspace.

**Choose your workspace address**

From the Compact plan upwards your workspace is reachable under its own subdomain, for example `myoffice.reosa.de`. The name cannot be changed after setup, so choose it carefully. Lowercase letters, digits and hyphens are allowed.

If you start with the free trial, your workspace initially runs under the central address `app.reosa.de`. Your preferred subdomain is reserved and becomes active automatically with your first paid plan.

**Upload your logo**

Under *Settings > Branding* you can upload your office logo from the Compact plan upwards (PNG, SVG, WebP or JPG; square icon at least 32 px, ideally 512 px). The logo appears in the top navigation bar for every member of your team. During the trial you can already set your brand colors; logo and favicon unlock with the first paid plan.

**Set your branding color**

The accent color of the interface can be matched to your company color. Enter a hex value or use the color picker. The change applies immediately to all signed-in sessions.

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## Step 2: Create staff accounts

Go to *Settings > Members* and click **Create staff account**. You assign a name, a company email, a password (generated on request) and the role. Afterwards you hand the credentials to the person through a secure channel.

**Roles at a glance**

| Role | What it can do |
|---|---|
| Admin | All settings, manage the team, billing, all tools |
| Member | Use all active tools, manage their own entries |
| Observer | Read-only access, no tool runs |

The members overview shows how many seats your plan includes and how to subscribe to additional seats. All details: [Create and manage staff accounts](/help/howto/invite-members).

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## Step 3: Activate your first tool

Under *Settings > Tools* you see all available tools. Activate the tool you want with the switch on the right. Inactive tools are invisible to your team and consume no credits.

**Recommended first tool: the credentials vault**

The credentials vault (Zugangsdaten-Tresor) is the first tool most offices activate. It solves the most common problem in day-to-day brokerage: sharing access data for properties (key safes, portals, client accounts) securely within the team, without falling back on insecure messengers or spreadsheets.

The tool requires no configuration after activation. You can create entries right away.

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## Step 4: Create your first entry

Navigate to *Tools > Credentials vault*. You see an empty list. Click **New entry**.

1. **Name:** a recognizable label, for example "Key safe, ground floor, Musterstrasse 12" or "Immobilienscout24 office account".
2. **Choose a type:** pick from *key safe PIN*, *portal credentials*, *Wi-Fi password* or *other*.
3. **Enter the access data:** the content is stored end-to-end encrypted. Only users with explicit permission can view it.
4. **Assign permissions:** decide which team members or roles may see this entry.
5. **Save:** click **Save entry**.

The entry now appears in the list. Every access is recorded in the audit log. You can see at any time who accessed an entry and when.

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## Step 5: Next steps

You have set up the basics. These are the most common next steps:

- **Create more staff accounts:** [Guide: staff accounts](/help/howto/invite-members)
- **Top up credits:** if you want to use AI tools, check your credit balance under [Settings > Billing](/help/howto/topup-credits)
- **Create an API key:** for integrations with external systems: [Create an API key](/help/howto/create-api-key)
- **Understand your GDPR duties:** what the platform covers and what you have to handle yourself: [GDPR for agents](/help/compliance/gdpr)

If you have questions, support is available via the help button inside the platform.