The Onboarding section of the Academy walks new users through the first steps of getting set up and productive in the platform. It introduces the core concepts, account preparation, and initial configuration you need before moving on to more advanced features.

Use these onboarding resources as your starting point. Each guide builds on the last, so working through them in order gives you a solid foundation for everyday use.

Frequently Asked Questions #

What is the Academy Onboarding section for? #

It is the guided starting point for new users, covering account setup, core concepts, and the initial configuration needed before exploring advanced features.

Do I need to complete onboarding before using other features? #

While not strictly required, completing onboarding first is strongly recommended because later guides assume you have finished the foundational setup steps.

How long does onboarding take? #

Most users complete the core onboarding steps in a single session, though the exact time depends on how much configuration your account requires.

Can I revisit onboarding materials later? #

Yes. The onboarding guides remain available at any time, so you can return to refresh your knowledge or set up additional team members.

Who should go through onboarding? #

Anyone new to the platform, including new team members and administrators, benefits from working through the onboarding materials.

Where do I go after finishing onboarding? #

Once onboarding is complete, continue with the Quick Start guides and the feature-specific sections of the Academy to deepen your skills.