Getting Started

This section will guide you through the initial setup and onboarding process for your company. Whether you’re evaluating the platform in a trial or preparing a full rollout, you’ll find everything you


Quick Start in 4 Steps

  1. Choose your deployment (SaaS or on-premise)

  2. Set up your company structure and roles

  3. Configure projects, integrations, and policies

  4. Invite users and go live


What You’ll Find in This Section

  • How to set up a test or production environment

  • How to import your company data and define roles

  • Best practices for user access and permissions

  • How to configure integrations and custom workflows


Recommended For

  • Company administrators

  • HR or operations managers

  • IT teams handling infrastructure

  • Project leads overseeing rollouts


Need Help?

We offer onboarding sessions and guided setup support. Contact our team to get started faster.

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