Overview
Home is where you manage connections, teammates, and account setup. The options you see depend on your account, permissions, and connected systems.
Choose the right kind of connection
- Point of Sale: connect the sales channels used to bring products, sales, or other supported data into LineNow.
- Accounting: connect the company that should receive accounting documents.
- ERP: connect the inventory system used for Procure to Produce.
- Communication: connect Gmail, Microsoft 365, or WhatsApp so relevant supplier conversations can appear in LineNow.
A provider can appear in more than one section. For example, an accounting connection and an ERP connection have different purposes even when they use the same provider. Choose the section for the job you want to do.
Set up your team
- Find the team-management section on Home.
- Invite the teammate using the email address they will sign in with.
- Assign the business-unit role and supplier access they need.
- Check the invitation status after the teammate joins.
Review setup and billing
Use the onboarding prompts and Setup Guide to finish connections, add a business unit, add a supplier, and add an item. Review the subscription card before enabling a paid feature or adding a billable business unit or POS connection.
Check a connection after authorizing
Return to Home and check the provider's connection indicator. Then finish the location, supplier, item, or recipe mappings required by that workflow. If data is missing, start with the mapping and the provider account you authorized rather than repeatedly reconnecting.
Related: Which integration should I connect?, Manage buyer-team access, and Subscriptions and add-ons.