Documentation/Getting started

Quickstart

Launch your first onboarding project and invite a customer in 10 minutes. No implementation engagements, no rollout playbooks — just three steps.

1. Create a workspace

Go to /login, enter your work email, and we'll send a magic link. After signing in, choose a workspace template: B2B SaaS, Professional Services, or Empty. The template sets starting roles, tags, and a status set — all of which you can change later.

2. Create your first project

Open /projects and click Create project. Enter the customer's name and pick a project template. The template includes phases, milestones, and tasks — they appear immediately.

1. Name the project (usually the customer company's name).
2. Pick a template. Default 4-phase onboarding is enough to start.
3. Set a go-live date and assign an Implementation Manager.
4. Click Create. The project lands in the queue.

3. Invite the customer

In the project, click Customers → Invite. Enter an email — the customer gets a message with a magic link and instructions. They land in the portal, where they see only their own tasks, forms, and messages.

What's next

Read about the platform's core concepts to understand how projects, phases, and forms relate. After that, set up your own templates and automations to speed up onboarding for the next customers.