Skip to content

Initial Platform Setup ​

Learn how to configure your Batch platform for the first time after account creation.

Overview ​

This guide walks you through the essential first steps to set up your Batch platform account and prepare it for use.

Prerequisites ​

  • Active Batch platform account
  • Admin access credentials

Setup Steps ​

1. Complete Account Information ​

Configure your basic account details:

  • Company name and details
  • Primary contact information
  • Timezone and regional settings

2. Set Up Your Team ​

Invite your team members and assign appropriate roles.

3. Configure Initial Settings ​

Set up your platform preferences:

  • Currency settings
  • Date and time formats
  • Language preferences

4. Next Steps ​

After completing initial setup, proceed to:

Batch platform, Shopify app and API documentation