> ## Documentation Index
> Fetch the complete documentation index at: https://docs.venture.caplia.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting started

> Accounts, teams, organisations and offices

## Teams, organisations, and offices

Everything in the Venture Portal is scoped to a **team**:

* *Solo investors* work in a personal team.
* *Firms* share one team: deals, views, theses, and dashboards are shared.
* *Organisations with offices* (e.g. a multi-site accelerator) get a two-level structure: the organisation owns the pipelines, theses, and properties; each **office** sees its own lens of the shared deal flow. Switch context with the team switcher (bottom of the sidebar).

<Note>
  When you log in, or switch teams, you land on that team's **default dashboard**. Admins can set which dashboard is the default.
</Note>

## Roles

| Role       | Can do                                                                             |
| ---------- | ---------------------------------------------------------------------------------- |
| **Member** | Full day-to-day use: deals, notes, scoring, chat                                   |
| **Admin**  | Everything above plus team settings, theses, invitations, and directory management |

## First steps for a new team

<Steps>
  <Step title="Invite your team">
    On the Team page, select **Invite Member**. Teammates join with shared access to the same pipeline.
  </Step>

  <Step title="Create a thesis">
    Head to **Thesis** and encode your mandate: every deal that arrives is scored against it automatically. See [Thesis Builder](/venture-portal/thesis).
  </Step>

  <Step title="Open an intake channel">
    Add companies manually, by deck upload, or set up an always-on channel (email, form, API). See [Adding companies](/venture-portal/adding-companies).
  </Step>
</Steps>