The Quick Start section helps you get up and running fast by walking through the essential setup tasks every new user should complete first. It brings together the foundational steps so you can start using the platform’s core features with confidence.

Work through these guides in order to establish the basics, then move on to the more detailed feature sections of the Academy as your needs grow.

Frequently Asked Questions #

What is the Quick Start section? #

It is a curated set of guides covering the essential setup tasks new users should complete first, designed to get you productive on the platform quickly.

Who should use the Quick Start guides? #

Any new user or team member setting up the platform for the first time will benefit from following the Quick Start guides before exploring advanced features.

Do I need to follow the guides in order? #

Following them in order is recommended because each step builds on the foundation established by the previous one.

How is Quick Start different from full onboarding? #

Quick Start focuses on the fastest path to the core essentials, while the broader onboarding and feature sections go deeper into individual tools and settings.

What do I do after completing Quick Start? #

Once you have completed the Quick Start steps, continue with the feature-specific sections of the Academy to expand your knowledge and configuration.

Can I revisit the Quick Start guides later? #

Yes. The Quick Start materials remain available at any time, so you can return to them to refresh your setup or onboard additional users.