Service Fulfilment Policy

Once your plan is confirmed and the first payment is received, we provision your account. Standard accounts are provisioned within one business day. The account owner receives an activation email at the registered address containing the workspace address and a single-use link to set a password.

We never send passwords by email. Activation and reset links are single-use and time-limited. The account owner then invites additional Authorised Users and sets their permission level.

We configure, or guide you to configure:

• Business details, logo and document branding.
• Invoice and quotation numbering formats.
• VAT rates applicable to your business and your tax registration number, where you provide it.
• Users, roles and permissions.
• The modules included in your plan.

You remain responsible for confirming that tax settings, document wording and numbering meet your own regulatory obligations.

Data import is optional. We accept CSV files using our published templates. Assisted import is included on Business accounts and quoted separately on other plans. Cleaning, de-duplicating and approving source data is the customer's responsibility; we validate the file structure and report rows that cannot be imported.

Business accounts include a guided walkthrough session for up to five attendees, delivered online and scheduled at a mutually agreed time. Written guidance is available to all plans. Additional sessions are quoted in advance.

Configuration within existing platform settings is included. Bespoke development and third-party integrations are out of scope unless separately scoped, quoted and accepted in writing.

Before go-live you review the configuration, a sample of imported records and a sample invoice or quotation. Fulfilment of the setup work is complete when you confirm in writing that the configuration is correct, or after five business days without comment following our written request for review.

After go-live the service consists of continuous access to the platform for the users and modules in your plan, together with support by email during published hours. See the support page for scope and response objectives.

Timelines start when we have received all required information, clean import files and your approvals. Incomplete information, data cleansing, complex imports, custom workflows and delayed approvals extend the schedule. We confirm any revised date in writing.

We retain the activation email record, configuration confirmation and, where applicable, the signed or emailed acceptance of setup work. Copies are available on request at management@coreviaone.online.