Getting started
Create your account, secure access with SSO and roles, invite teammates, and connect the integrations and CRM tools your team relies on every day.
Welcome. This section walks you through account setup, your workspace, billing, and integrations so you can get productive quickly.
Use the articles below to go deeper—each guide is written for busy teams who need clear steps without fluff.
Quickstart: get set up in under 15 minutes
A fast path from signup to first project: invite teammates, assign roles, connect your first integration, and ship a working setup in under 15 minutes.
Create your account
Sign up for a new account, verify your email address, and choose the right organization type so your workspace is set up correctly from day one.
Sign-in and security basics
Learn how passwords, SSO, MFA, and session length protect your workspace, plus the practical security defaults we recommend for new teams.
Workspace
Invite teammates to your workspace
Send email invitations, assign initial roles, manage pending invitations, and remove users when teammates join or leave your shared workspace.
Roles and permissions
Understand what admins, members, and custom roles can see and change, and pick the right permission model for your workspace as your team grows.
Organization settings
Set your organization name, branding touches, default preferences, and workspace-level policies that apply to every project and teammate in your account.
Billing & plans
Compare plans
Side-by-side feature matrix across Free, Team, and Enterprise tiers so you can pick the plan that fits your workspace, headcount, and integration needs.
Upgrade or downgrade your plan
Change plans on demand, understand proration on mid-cycle upgrades, and learn how seat counts and feature limits shift when you downgrade subscriptions.
Invoices and receipts
Download invoices and receipts, update tax details and billing addresses, and reconcile charges against your accounting system with exported records.
Integrations
Connect Slack
Install the Slack app, pick channels for alerts and digests, and manage per-user notification preferences so the right people hear about the right events.
Connect your CRM
Link Salesforce or HubSpot through ready-made partner connectors, or build a custom sync strategy when your CRM setup needs extra mapping and rules.
Developer integrations
3 pages
Partner connectors
3 pages