Quickstart
Set up a complete CaseLink workflow with a few initial cards.
This workflow checks the most important settings before your team works with a larger inventory. The owner completes the account and Settings setup. Managers have all operational permissions; staff should complete the following steps only when the owner has granted the named permission.
1. Review your account
Sign in as the dealer owner and review the displayed name, business contact details, account email, and authentication type under Settings. Settings is owner-only. If you cannot sign in with email and password, select Forgot password? on the sign-in page.
2. Add your first cards
Open Inventory and add three to five real cards manually. Start with a manageable set whose details and prices you can verify confidently. This step requires Manage inventory.
3. Review pricing
For each of these first real cards, check Sticker price, minimum price, and cost. Private pricing fields are visible only with View financials. Editing them additionally requires Manage inventory.
4. Prepare your first show
Create a show with a clear name and date as a Draft. Assign the first cards and complete the pull list once. Creating or editing the show requires Manage inventory; checking off the pull list requires Mark pulled cards.
5. Prepare for the first sale
Read the sales workflow before the first real sale. After you record that sale, verify inventory quantity or status and the sale total. Do not create fictional practice sales in production inventory. Recording the sale requires Record sales.
Ready for daily work
When all five steps behave as expected, add your real inventory in stages. For large spreadsheets, run a small trial import before processing the complete file.