Getting Started
Onboarding, first-run setup, and orientation for new accounts
- Welcome to Loyva: Platform OverviewLoyva is an end-to-end platform built for security-alarm and life-safety businesses. It brings client management, proposals, e-signature, secure document vaulting, billing, and reporting into one workspace, so your team can move from a first conversation to a signed, tamper-evident contract without juggling separate tools. This overview explains what Loyva does, the main areas of the app, and where to go next.
- Creating Your OrganizationAn organization (“org”) in Loyva is your company’s workspace. It owns your clients, documents, vault, and billing. Every user belongs to at least one org, and all data is fully isolated between them. This article covers how an org gets created, how to invite teammates, and what each invited user can expect.
- Inviting, Adding or Removing Teammates
- Understanding User Roles: Admin, Sales, and CustodianLoyva uses three roles to control what each teammate can see and do in your organization: Organization Admin, Sales, and Custodian. Each role is tuned to a specific job in a security-alarm business. This article explains what each role can do, how to choose the right one, and how to change a teammate’s role later.
- Changing a Teammate’s Role
- Taking the In-App Product TourThe in-app product tour is a guided, click-by-click walkthrough of Loyva’s core workflow: adding a client, creating a folder, sending a document for signature, and viewing the Vault. It takes about five minutes and uses your real workspace, so the actions you complete during the tour are real. The client and document you create stay in your account.
- Quick-Start: From First Client to First Signed ContractThis guide takes you from a fresh Loyva account to a fully executed, vaulted contract in about 15 minutes. It assumes you’re an Organization Admin or Sales user. If you’re brand new, do the steps in order. Each one builds on the previous. Tip: use a test client with your own email so you can sign the document yourself and see the full flow.