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Knowledge baseAccount setupGet to know Levah
Account setup

IN THIS TOPIC

Get to know LevahSet up your first business workflowLearn Levah as a team memberSign up for LevahComplete business verification (KYC)
Overview2 min readWeb dashboard

Get to know Levah

Understand the workspace, the main modules and where to start.

Who this guide is for

New users and Levah team members learning the web dashboard.

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Your business workspacePrepare, sell and follow upRun your businessChoose one first outcome

Your business workspace

Levah brings your catalogue, website, orders, marketing and business operations into one dashboard. Use the sidebar to move between modules, or open Levah Assistant to describe the task you want help with.

Your menu adapts to your business. Food businesses see Menu Management; other businesses see Inventory. Plans and staff roles also affect which modules and actions appear.

Prepare, sell and follow up

  • Prepare your catalogue in Inventory or Menu Management.
  • Set up your website for online sales, or open Point of sales for in-person sales.
  • Use Orders to review sales, invoices and receipts.
  • Manage customer details in Customer Mgt → Directory and enquiries in Leads.
  • Use Marketing and AI Studio to prepare campaigns and visual assets.

Run your business

  • Operations contains expenses, vendors, shipping and branches.
  • Finance contains Balance and Payment Links.
  • Staff manages team access. Settings contains your profile, security, website configuration, payments, tax and subscription.

Choose one first outcome

Start with a complete small task: create one product, build one page, or record one order. Follow the related guides below, then return to this knowledge base when you add another workflow.

Still need a hand?

Tell us what you were trying to do and where you got stuck.

Get help

Keep learning

Set up your first business workflow

A practical checklist from account setup to your first sales workflow.

Why can't I see a module or action?

Check the account, business type, plan and staff permissions.

Learn Levah as a team member

A product training checklist for new Levah employees and business teams.

ON THIS PAGE

Your business workspacePrepare, sell and follow upRun your businessChoose one first outcome
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