Signing in is the short part. What follows — naming the organization and telling Leanmote which tools you use — is the first two steps of the guided setup, and they're the ones everything else rests on.

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Open your Leanmote URL and sign in with your work email, or with your identity provider if your organization has SSO. If someone invited you with a link, signing up through it puts you in a queue for an admin to approve, so nobody from outside walks in.

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The first step of setup asks for a name. It's not cosmetic: this is the name everyone sees everywhere — the sidebar, invitations, shared views. Use the name your team actually says out loud, not the legal entity.

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This step is one of only two you can't skip. The other is connecting a tool.

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You also pick the organization's language here. It applies immediately, it becomes the default for everyone you add, and each person can change their own afterwards from their profile.

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If your organization already exists, the step shows its name instead and tells you where to change it — in Settings, not from setup.

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The next step asks which tools your team already uses. This is just the shortlist: you're telling Leanmote what to offer you on the connect step, not connecting anything yet.

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Pick generously. A tool you skip here is one you'll go looking for later in Integrations, and the whole point of the sequence is that you finish it with data arriving.

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Connecting is the step with no way past, and it's where the sequence stops being setup and starts being data. See Connect your first integrations.

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