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

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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

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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

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Recommended For

• Company administrators

• HR or operations managers

• IT teams handling infrastructure

• Project leads overseeing rollouts

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Need Help?

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