Creating an Account

Sign Up Process

1. Navigate to the Sign Up Page

   Go to the Bamboo application and click “Sign Up” or “Create Account”.

2. Enter Your Details

   Provide your:

   • Full name - Your display name in the application
   • Email address - This will be your login identifier
   • Password - Must be at least 8 characters
   • Confirm password - Re-enter to verify

3. Verify Your Email

   Check your inbox for a verification email and click the confirmation link.

Onboarding Flow

After verifying your email and signing in, you’ll be guided through a 4-step onboarding process to set up your organization:

1. Create Your Organization

   Enter your business details including name, type, registration numbers, address, and contact information. You can also upload a company logo.

2. Choose a Chart of Accounts

   Select from pre-built templates designed for different business types. You can review all accounts before confirming.

3. Invite Team Members (Optional)

   Add colleagues by email and assign them roles (Admin or Member). You can skip this step and invite team members later.

4. Complete Setup

   Review your setup summary and access your dashboard to start using Bamboo.

See Setting Up Your Organization for detailed information about each onboarding step.

Troubleshooting

Didn’t receive the verification email?

• Check your spam/junk folder
• Wait a few minutes and try again
• Ensure you entered the correct email address

Forgot your password?

Use the “Forgot Password” link on the login page to reset it via email.