Guide category
Getting Started guides
Set up MyInvy, join an organization, find dashboard tools, and learn where to get help.
What these guides help with
Use these guides when you are creating the first MyInvy organization, joining an existing team, or learning the dashboard. They help owners and invited teammates get from sign-in to usable inventory workflows without guessing which setup step comes next.
Each guide links the workflow goal to the role that usually performs it, the setup details required beforehand, and the success state to confirm when the work is complete.
Start here before importing items or inviting staff. A clean organization, first location, and dashboard orientation make the later inventory setup guides easier to follow.
If you are evaluating inventory software, this category also shows how MyInvy handles the operational details behind the feature name. Look for the screenshots, prerequisites, common errors, and related glossary links to understand how the workflow fits into mobile counting, multi-location tracking, low-stock review, replenishment, and team access.
Owners can use this category to document the process for new staff, and managers can use it as a quick reference when checking whether a workflow was completed correctly. Revisit it when roles, locations, plan limits, or operating routines change.
3 guides
Review the guides below when you need step-by-step instructions, screenshots, prerequisites, common errors, and related glossary terms for this part of the inventory workflow.
Sign in and create your organization
Start MyInvy, create the first organization, add a primary location, and decide whether to import inventory during setup.
Accept an organization invitation
Join an existing MyInvy organization from an invitation link and resolve account mismatch prompts safely.
Use the dashboard, navigation, and help links
Find role-specific dashboard tools, expand sidebar groups, open guides or support, and sign out from the app shell.