> ## Documentation Index
> Fetch the complete documentation index at: https://docs.keystoneb2b.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Getting Started
> Sign in to Keystone B2B, understand your role, and find your way around the app.
**Who this is for:** Brand users, reps, and account (buyer) users. What you see after sign-in depends on your role and which features your brand has turned on.
Keystone B2B is a wholesale platform for brands, their sales reps, and retail buyers. You can track accounts, place and review orders, run reports, and — when enabled — build catalogs and email campaigns.
## Roles in Keystone
| Role | Who you are | Typical access |
| ------------------- | ------------------------- | ------------------------------------------------------ |
| **Brand user** | Employee of the brand | Dashboard, accounts, orders, settings (varies by tier) |
| **Rep** | Sales rep or sub-rep | Accounts assigned to you, ordering, reports, catalogs |
| **Account (buyer)** | Buyer at a retail account | Your account's orders, invoices, and ordering tools |
Brand users are further split into tiers:
| Tier | What you can do |
| ----------------- | ---------------------------------------------------------------------- |
| **Administrator** | Full access, including user management and integrations |
| **Manager** | Manage orders and campaigns, view reports — not user or settings admin |
| **Viewer** | Read-only access to data and reports |
## Step 1 — Accept your invitation
Most users receive an invitation email from Keystone. The email includes a one-click setup link, a 6-digit backup code (if email scanners break the link), and a link to this documentation.
1. Click **Accept Invitation** / **Access Your Portal** in the email (or enter the 6-digit code on the auth page if the link does not work).
2. Set a password that meets the requirements shown on screen.
3. Sign in at [app.keystoneb2b.io](https://app.keystoneb2b.io).
Role-specific guides linked from invite emails:
| Role | Start here |
| ----------------- | --------------------------------------------------------- |
| Brand user or rep | This page — [Getting started](/app-guide/getting-started) |
| Account (buyer) | [Buyer portal](/app-guide/buyer-portal) |
If your invitation link has expired or you never received one, ask your brand admin to resend the invite, or contact [support@keystoneb2b.io](mailto:support@keystoneb2b.io).
## Step 2 — Explore the left sidebar
After sign-in, the sidebar is your main navigation:
| Section | What it covers |
| ---------------- | ------------------------------------------------------------------------- |
| **Dashboard** | Your home screen — layout varies by role |
| **Accounts** | Customer accounts (reps and brand users) or **Account Overview** (buyers) |
| **Ordering** | Place orders, ATS, suggested orders — when ordering is enabled |
| **Transactions** | Sales orders, draft orders, invoices, shipments, returns |
| **Forecasts** | Rep and brand planning — when forecasts are enabled |
| **Campaigns** | Email outreach to accounts — when campaigns are enabled |
| **Brand Assets** | Shared files and images |
| **Catalogs** | Digital product catalogs — when ordering is enabled |
| **Gus** | In-app AI assistant |
| **Reports** | Pre-built reports and exports |
| **Settings** | Preferences, security, and brand configuration |
Reps and brand users should also review [Rep follow-ups](/features/rep-follow-ups) for dashboard widgets that flag accounts needing outreach.
Not every item appears for every user. If you do not see **Ordering**, **Campaigns**, or **Forecasts**, your brand may have those features turned off.
## Step 3 — Complete brand setup (brand users)
Brand administrators should work through **Settings** to finish onboarding:
1. **Brand Settings** — logo, colors, and styling for catalogs and invoices.
2. **Integrations** — connect Shopify, QuickBooks, Deposco, or other systems your brand uses.
3. **Inventory** — map warehouse regions and incoming PO sources (when ordering is enabled).
4. **User Access** — invite brand teammates, reps, and buyer accounts.
Reps and buyers typically do not configure integrations — your brand admin handles that.
## What's next
Understand your home screen and key metrics.
How sellable inventory is calculated and where to view it.
Order workflows for reps and buyers.
What retail buyers see in the app.
Preferences, security, and notifications.