Signing Up¶
Create your workspace¶
- Go to app.kipper.com/auth/signup
- Enter your work email and choose a password
- Verify your email address using the link sent to your inbox
- Name your workspace — this is usually your company name
You are now the workspace admin.
Free trial¶
The free trial gives you full access to all features. No credit card is required. You can start asking questions as soon as you connect a data source.
Inviting team members¶
Invite team members at any time from Members in the sidebar. Team members don't need a finance system login — only the admin who connects the data source does.
Belonging to more than one workspace¶
A single Kipper login can belong to several workspaces at once — this is common if you work with an accountant who uses Kipper, or if your organisation runs Kipper across multiple legal entities. When you're invited to a second workspace, accept the invitation from the same login you already use; Kipper links the new workspace to your existing account.
Switch between workspaces using the workspace switcher at the top of the sidebar. It shows your currently active workspace with a dropdown listing every workspace you belong to. Selecting a different one loads that workspace's data and permissions.