Get started

Get started

Twelfth helps commercial teams move from scattered signals to clear decisions and owned action. Start by setting the shared defaults your team will work from.

1. Choose your workspace. Open Settings → Admin → Workspace to add a recognisable name and logo, and Personal → My workspaces to switch if you belong to more than one organisation.
2. Set the team defaults. In the Business group, set the timezone, currency, country and tax basis in Regional & commercial, the commercial limits in Guardrails, and briefing delivery and alerts in Briefings & alerts.
3. Invite your team. In Admin → Members, invite colleagues as members or admins. They can sign in with their Microsoft work account, their Google account or email and password; see Signing in. Use domain access only if people with verified company email addresses should be able to join automatically.
4. Protect access. Ask everyone to set up two-factor authentication under Personal → Account → Security & access. Owners and admins can require it for the whole workspace in Workspace security.
5. Open Tasks. Routines check your range each day and raise tasks: supplier orders, price reviews, transfers and lists to look at. Open a task to work its lines. Projects are for the work you start yourself, such as a supplier negotiation or a promo plan; Settings → Business → Projects decides which workflows people can start.

Explore Products

Open Products for a summary of your range: product counts, products with open work, sellable units, recent sales and categories worth a closer look. Pricing workspaces also show market position and links to lines above or below market. Open a category, task or pricing signal to investigate; All products opens the full catalogue.

The inner sidebar groups Products, Pricing, Promotions and saved views by type. Pre-orders appears only in The Gamesmen workspace. Owners and admins can choose Create view, pick a type and save its filters. Product views support search, categories, suppliers, remits and open-task filters; pricing views support categories, remits, competitors and selected lines; promotions views support project, supplier, period and decision state. Saved views stay scoped to the reader’s permitted products.

In Pricing, use Overview for the full four-week market position and every competitor comparison available to you. Use Items to search and filter lines, switch between your remits and the whole business where permitted, change the price basis, or save a view. Hover over or tap an own-price figure to inspect its exact amount, price basis and available history.

Stock and sales totals come from the latest source snapshot, with the measurement count shown beside each total. A dash means the source has not measured a figure. Category cover counts use the category’s target or the workspace default. Pricing uses its own comparison coverage; uncounted lines are not zero-priced lines.

Make it personal

Each person can choose their own notifications, briefing override, and display preferences. Those choices do not change the workspace defaults.

Optional: connect an AI assistant

Owners and admins can connect a compatible AI assistant from Settings → Data & AI → AI & agents, and let the team ask Twelfth where they already work from Comms & chat (Slack, Google Chat or Microsoft Teams). The AI connection is read-only and workspace-scoped. See AI and agents and Comms & chat.