Getting Started

Everything you need for your first hour on MaterialsHub: create an account, understand the workspace you're working in, learn what your role lets you do, find your way around the top navigation, and see how credits power the AI features.

Signing in

What it is — the single screen that stands between the public web and your workspace. It is the only page you can reach without an account; everything else in the platform lives behind it. Why it matters — your account is what ties you to a workspace and to your role inside it, so signing in correctly is what makes the right menus, data and permissions appear. The screen has two tabs — Sign In and Sign Up — plus two helpers.

• Sign Up — creates a brand-new account. New accounts start on a 30-day free trial, so you can explore everything before choosing a plan.
• Sign In — returns you to your existing account with your email and password.
• Continue with Google — signs you in or registers you in a single click with your Google account, so there's no separate password to remember.
• Forgot Password? — emails you a reset link so you can choose a new password without losing your account.

How to create your account

1. Open the Sign Up tab (or click Continue with Google to skip the form entirely).
2. Enter your full name, email and a password.
3. Confirm to create the account — you're placed on the 30-day trial automatically.
4. You land on the Dashboard, the home base for your workspace.

What it affects: which workspace you open into and, through your role there, everything you can see and do from that point on.

Consumer vs reseller (business) signup

There are two kinds of account, and they onboard differently:

• Consumer — a plain sign-up (name/email/password or Google). You're up and running immediately as an individual user.
• Reseller / business — a company account that sells on the platform. This requires more: you provide your VAT number, it's verified against ΑΑΔΕ (the Greek business registry), and the application goes through an approval step before the business capabilities are unlocked. This is what keeps the reseller side to real, verified businesses.

Workspaces

What it is — a workspace is the self-contained area that everything you do lives inside. It groups your materials, moodboards, quotes, finance documents, CRM records and team members into one boundary. Why it matters — the workspace is the privacy and sharing boundary: what one person sees in a workspace, their teammates in the same workspace see too, while other workspaces stay completely separate. That separation is what lets a studio and a partner business coexist on the same login without their data ever mixing.

You can belong to more than one workspace at once — for example one for your own studio and one shared with a partner — and move between them whenever you like.

How to find and switch workspaces

1. Look at the workspace switcher in the top-right of the header — it names the workspace you're currently in.
2. Read the pill beside it: it shows your role in that workspace and the workspace's plan.
3. Open the switcher and pick another workspace to move into it. The app re-loads with that workspace's data; nothing you did in one leaks into another.

What it affects: every list, record and document you see — they all belong to the workspace currently shown in the switcher.

Roles & capabilities

What it is — the access system that decides which parts of the platform you can reach. It rests on two things: your role within the workspace (what you've been made — member, administrator, sales rep, and so on) and the capabilities / modules the workspace has enabled (which features it pays for). Why it matters — roles keep sensitive areas like Finance and CRM in the right hands while still letting everyone use the everyday tools. Core areas are open to everyone signed in; specialised back-office and partner areas are gated and only appear when both your role and the workspace's modules line up.

How to get access to a gated area

1. Note the area you're missing (for example Finance, or the Sales Portal).
2. Ask a workspace administrator to enable the relevant module or grant you the matching capability — they do this from the workspace's settings.
3. Refresh the app. The newly-unlocked destination appears in your top navigation.

Navigating the app

What it is — the horizontal top navigation bar that runs across every page, and your single way to move between modules. Why it matters — it's the same on every screen, so once you learn it you always know where you are and how to get somewhere else. The logo is on the left, the main destinations are in the centre, and the workspace switcher plus your profile menu are on the right. The primary destinations are:

Dashboard Agent Hub Inbox Projects MoodBoards Discover Quotes CRM Finance

Only the destinations your role and plan unlock will be shown — so your bar may have fewer items than the full list above (this is the role gating from the previous section in action). The profile menu (top-right) is where you reach your Account & Billing settings and sign out.

What it affects: nothing on its own — the nav is purely how you travel. Where it can take you is determined entirely by your role and the workspace's plan.

Credits & plans

What it is — the cost model behind the platform. MaterialsHub keeps it simple and predictable: reading, searching and browsing are always free, and only explicit AI and generation actions consume credits — for example image generation, virtual staging, presentation sheets, 3D/VR worlds, and some market scans. Why it matters — it means you can use the platform day-to-day without watching a meter; the only things that spend credits are the ones that actually run expensive AI work for you, and you're always told the cost first.

How to manage credits

• See your balance & history — open Account & Billing → Credits tab to see your current balance and every debit, so you always know where they went.
• Buy credit packs — go to /billing/credits for one-off top-ups when you need more.
• Upgrade your plan — go to /billing/subscriptions for higher quotas and more capabilities.

First things to do

Your first hour is best spent in a fixed order — each step makes the next one more useful. Work down this path:

1. Confirm your workspace — check the switcher in the top-right shows the right workspace and role before you create anything.
2. Complete your account & business details — open Account & Billing so your profile and (if you'll invoice) your business identity are ready.
3. Add your contacts in CRM — customers and suppliers added here can later be referenced by quotes, projects and finance documents, so do this before building anything that needs them.
4. Try the Agent Hub — ask in plain language to get fast value and see what the platform can do.
5. Bring in your team — if you'll work with colleagues, an administrator can invite them and set their roles (see Finance Settings → Team for the invite flow).

The cards below are the quickest jumping-off points for that first session:

When you're ready to go deeper, the back-office areas — Finance & Invoicing and the rest of the modules in the navigation — are documented on their own pages.