Log in to the System
- Open the Scale Check link provided by the administrator.
- Enter your username and password.
- After a successful login, the main workspace appears with the navigation menu on the left.
User Roles
| Role | Description | Typical permissions |
|---|---|---|
| User Admin | Company administrator | Create users, assign permissions, set up tax authority accounts and schedules, and configure processing flows. |
| Business User | Business operations user | Create download or lookup requests, run processing flows, view invoices, and export invoice data. |
| Customer Developer | Integration engineer | View API and Webhook documentation. |
Next Steps
After a successful login:
- If you are an Admin: Proceed to Set Up Users and Permissions for your team.
- If you are a Business User: Start by Configuring Processing Flows.