First steps: from signing up to logging in

Signing up

You sign up on this website. Then you get a separate system with its own database and its own address.

1. 1 Press “Try it free”.
2. 2 Enter your company name, your e-mail address and a password of at least 8 characters.
3. 3 Choose the address of your system. A “Subdomain” (for example your-company.prekio.com) works at once. “Your own domain” (for example crm.yourcompany.com) works only after you create a DNS record with your domain registrar.
4. 4 Tick the box to agree to the terms.
5. 5 Press “Create account”.

This e-mail address and password are for the customer portal. In the portal you manage your subscription, team and domain. You log in to the system itself with different details – you find them below.

While the system is being set up

In the customer portal you see the window “We are setting up your system”. Usually the system is ready in 2–5 minutes. You can close the window. When the system is ready, we send you the e-mail “The … system is ready” with its address.

At the same time you get the e-mail “Confirm your e-mail address”. Its link is valid for 24 hours. An address you have not confirmed does not stop the setup. Confirm the address anyway, so that you get important e-mails.

If the setup stops, press “Try again” in the customer portal. Usually that is enough.

Logging in for the first time

We create the administrator account in the system. We do not send the password by e-mail. You find it in the customer portal.

1. 1 Log in to the customer portal and open “Overview”.
2. 2 On the “Login details” card, press “Show”. You see the username and the initial password.
3. 3 Press “Open Prekio”.
4. 4 In the field “E-mail or username”, enter the username or your e-mail address.
5. 5 Enter the password and press “Log in”.

Change your password

1. 1 At the bottom of the system menu, open “Profile and settings”.
2. 2 In the “Change password” section, enter your current password and the new password two times.
3. 3 Press “Change password”.

The “Show” button in the portal continues to show the initial password, not the password you set in the system. If you forget your password, press “Change password” in the customer portal. We create a new password, and you see it when you press “Show”. You cannot reset the password in the system itself.

What to set up first

Each step has its own article. You find the links below. Each page in the system has a “Help” button at the top. It opens the article for that page.

1. 1 Enter your company details and bank account. Prekio prints them on invoices.
2. 2 Connect your sales channels – your shop and marketplaces. Then orders arrive by themselves.
3. 3 Enter your products and their stock.
4. 4 Connect your couriers if you want to print shipping labels from the system.