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Set up your firm
What happens after you create a Spyral account, how the guided setup works, and the firm details worth filling in on your first day.
Creating an account also creates a workspace for your firm. Everything your firm does in Spyral lives inside that one workspace: the documents, the companies you administer, the annual accounts cycles and the books.
The person who creates the account becomes the owner of the workspace. Colleagues join it by invitation, never by signing up separately. See Invite your colleagues.
One account belongs to one firm, permanently. An account cannot join a second firm's workspace later. If you work with two firms that both use Spyral, you need two accounts with two different email addresses.
Creating the account
Sign-up asks for your email address and a password, then emails you a six digit code to confirm the address. After that it asks for your name, a few details about the firm, and what you plan to do first.
The details it asks for are your firm's name, roughly how many people work there, and the interface language your team works in. None of it is permanent. All of it can be changed later in settings.
The guided setup
After sign-up you land in a short setup sequence rather than on the dashboard. It offers to do four things.
Add a sample workspace. Spyral creates one specimen company with three classified Luxembourg documents, so you can look at a working library before you upload anything of your own. See below.
Ask a first question. You pick one of the suggested questions and the assistant answers it from the sample documents, showing which document each part of the answer came from.
Invite a colleague. You can enter one email address here, or skip it and do it properly later from the Team page.
Set up two-factor authentication. This takes a minute and is worth doing now. See Sign in and set up two-factor authentication.
Choosing a suggested question ends the setup sequence. You are taken straight to the assistant and the remaining steps do not come back. That is fine, because the invite and security steps are both reachable afterwards from the dashboard checklist, but it does surprise people who expected to continue.
There is a Skip setup button in the header. It marks setup as done and drops you on the dashboard.
The sample workspace
The sample workspace is one specimen company and three documents: an RCS extract, a set of annual accounts, and general meeting minutes approving those accounts. They are already processed and classified, so search and the assistant work on them immediately.
They are clearly labelled. The company carries a Sample badge, and a banner across the app says you are looking at sample data.
To remove them, use Remove samples on that banner. Removing samples requires permission to delete documents, so a colleague with a read-only or basic role will see the banner but not be able to clear it. Ask an administrator or the owner to remove them.
Sample documents never enter the bookkeeping pipeline, so they will not produce journal entries.
The setup checklist
The dashboard shows a Get set up card with a short list of steps and a progress count. The items are worked out from what actually exists in your workspace, not from boxes you tick, so an item marks itself done as soon as the underlying thing is true.
The item about seeing classification at work is satisfied by the sample documents, but the item about adding your first document is not. The checklist can therefore look as though you skipped a step. Upload one real document and it resolves itself.
You can dismiss the checklist. Dismissing it affects only your own view, not your colleagues'.
Firm details worth filling in early
Your firm's eCDF identifiers. On the Team page there is an eCDF filing card holding your firm's eCDF prefix, matricule, RCS number and VAT number. These are written into every filing file you produce, so they need to be right before your first filing. Filling them in is only half the job. Your firm also needs eCDF agent access, which involves an external party and takes time. Start it in your first week: Set up your firm's eCDF agent access.
Your team's name. Also on the Team page, under Team Information.
Your own display name and picture. In Settings, under Account. Without a name, colleagues see your email address in member lists and activity.
Interface language. In Settings, under Workspace. This is a personal setting, not a firm-wide one, so each colleague picks their own. It applies immediately, without saving.
Most settings are staged until you press Save Changes. A few apply the moment you change them: the theme, the interface language, keyboard shortcuts, your profile picture, and everything under Integrations.
What is available to your firm
A few areas of Spyral depend on your firm's plan. When one of them is not available, the page opens but its content sits behind a card explaining what is needed, and the sidebar entry carries (Locked). The areas that can be gated this way are the document Library, the AI Assistant and Projects.
Everything else is always available: Companies, Persons, Annual accounts, Bookkeeping, Firm Memory, Tasks, Activity, Team and Settings. A manager working alone can therefore run the whole annual accounts cycle for a company on the first day.
If a page is unavailable to you, the card on it says what is required. Resolving it is a manager's job and starts from the Team page.
The sidebar currently marks more items as locked than really are. All Companies and Bookkeeping show (Locked) for some firms even though both pages open and work normally. Click through and see. This is a labelling fault, not a restriction.
Separately from the plan, what you can do depends on your role. If a button or a whole section described in this help centre is missing for you, your role probably does not include it. See Team members and roles.
Next
Add your own documents: Upload your first documents. Or follow the whole sequence in Your first week.