# Help Center

> Documentation and guides for this template—workspace setup, product how-tos, and support.

## Docs

- [Compare plans](https://docs.codezerorp.com/getting-started/billing/compare-plans.md): 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.
- [Billing and plans](https://docs.codezerorp.com/getting-started/billing/index.md): Compare plans, download invoices, update payment details, and upgrade or downgrade subscriptions for your workspace whenever your team needs change.
- [Invoices and receipts](https://docs.codezerorp.com/getting-started/billing/invoices-receipts.md): Download invoices and receipts, update tax details and billing addresses, and reconcile charges against your accounting system with exported records.
- [Upgrade or downgrade your plan](https://docs.codezerorp.com/getting-started/billing/upgrade-downgrade.md): Change plans on demand, understand proration on mid-cycle upgrades, and learn how seat counts and feature limits shift when you downgrade subscriptions.
- [Create your account](https://docs.codezerorp.com/getting-started/create-account.md): 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.
- [Getting started](https://docs.codezerorp.com/getting-started/index.md): Create your account, secure access with SSO and roles, invite teammates, and connect the integrations and CRM tools your team relies on every day.
- [Connect your CRM](https://docs.codezerorp.com/getting-started/integrations/connect-crm.md): Link Salesforce or HubSpot through ready-made partner connectors, or build a custom sync strategy when your CRM setup needs extra mapping and rules.
- [Connect Slack](https://docs.codezerorp.com/getting-started/integrations/connect-slack.md): 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.
- [API keys](https://docs.codezerorp.com/getting-started/integrations/developer/api-keys.md): Create, rotate, and scope API keys for server-side automation, plus guidance on storing secrets securely and revoking access when keys are exposed.
- [Developer integrations](https://docs.codezerorp.com/getting-started/integrations/developer/index.md): Build on the platform with OAuth apps, signed webhooks, and API keys, plus links to reference docs for scopes, rate limits, and signature verification.
- [OAuth apps](https://docs.codezerorp.com/getting-started/integrations/developer/oauth-apps.md): Register an OAuth client, configure scopes and redirect URLs, and walk through the authorization code flow to call the API on behalf of users.
- [Webhooks](https://docs.codezerorp.com/getting-started/integrations/developer/webhooks.md): Subscribe to platform events, verify request signatures, retry failed deliveries safely, and design webhook handlers that stay idempotent under load.
- [Integrations overview](https://docs.codezerorp.com/getting-started/integrations/index.md): Connect Slack, CRMs, and custom internal tools through OAuth apps, webhooks, partner connectors, and API keys to keep data flowing between systems.
- [Custom connector template](https://docs.codezerorp.com/getting-started/integrations/partners/custom-connector-template.md): Fork the official connector template to build a private integration faster, with example auth flows, schema mapping, and webhook handling already wired up.
- [HubSpot connector](https://docs.codezerorp.com/getting-started/integrations/partners/hubspot.md): Connect HubSpot CRM to sync deals, contacts, and company records, and choose which pipelines and lifecycle stages flow into your workspace automatically.
- [Partner connectors](https://docs.codezerorp.com/getting-started/integrations/partners/index.md): Packaged integrations for Salesforce and HubSpot, plus a custom connector template you can fork to build internal integrations faster for your team.
- [Salesforce connector](https://docs.codezerorp.com/getting-started/integrations/partners/salesforce.md): Install the Salesforce connector, authenticate with OAuth, and map standard or custom Salesforce objects to records inside the product in a few clicks.
- [Quickstart: get set up in under 15 minutes](https://docs.codezerorp.com/getting-started/quickstart.md): 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.
- [Sign-in and security basics](https://docs.codezerorp.com/getting-started/sign-in-security.md): Learn how passwords, SSO, MFA, and session length protect your workspace, plus the practical security defaults we recommend for new teams.
- [Workspace: teams, roles, and settings](https://docs.codezerorp.com/getting-started/workspace/index.md): Configure how your team collaborates: manage membership, assign roles and permissions, and tune org-wide preferences for a tidy, predictable workspace.
- [Invite teammates to your workspace](https://docs.codezerorp.com/getting-started/workspace/invite-teammates.md): Send email invitations, assign initial roles, manage pending invitations, and remove users when teammates join or leave your shared workspace.
- [Organization settings](https://docs.codezerorp.com/getting-started/workspace/organization-settings.md): Set your organization name, branding touches, default preferences, and workspace-level policies that apply to every project and teammate in your account.
- [Roles and permissions](https://docs.codezerorp.com/getting-started/workspace/roles-permissions.md): Understand what admins, members, and custom roles can see and change, and pick the right permission model for your workspace as your team grows.
- [Idempotency](https://docs.codezerorp.com/product/automation/advanced/idempotency.md): Use idempotency keys to make automation runs safe under retries, prevent duplicate side effects, and design workflows that converge to a consistent result.
- [Advanced patterns](https://docs.codezerorp.com/product/automation/advanced/index.md): Rate limits, idempotency keys, and retry policies you need for reliable high-volume automation, plus patterns that keep workflows safe under sustained load.
- [Rate limits](https://docs.codezerorp.com/product/automation/advanced/rate-limits.md): Understand the automation rate limits that apply per workspace, how throttling decisions are made, and how to design workflows that stay within the limits.
- [Retry policies](https://docs.codezerorp.com/product/automation/advanced/retry-policies.md): Configure exponential backoff, maximum attempts, and dead-letter handling so failed automation runs recover gracefully without overwhelming downstream systems.
- [Automation](https://docs.codezerorp.com/product/automation/index.md): Build rules, multi-step workflows, scheduled tasks, and advanced reliability patterns so routine work runs automatically and stays fast even at large scale.
- [Rules and triggers](https://docs.codezerorp.com/product/automation/rules-triggers.md): Define when automation runs using events, filter conditions, and guardrails so the right rules fire at the right moments without unintended side effects.
- [Scheduled tasks](https://docs.codezerorp.com/product/automation/scheduled-tasks.md): Run automation on cron-style schedules with timezone-aware execution, configurable backoff on failure, and clear visibility into upcoming and recent runs.
- [Build your first workflow](https://docs.codezerorp.com/product/automation/workflows/build-first-workflow.md): Step-by-step tutorial that walks you through creating a simple approval workflow, from picking a trigger to publishing the finished automation for your team.
- [Conditions and branches](https://docs.codezerorp.com/product/automation/workflows/conditions-branches.md): Model conditional paths, parallel branches, and merge strategies in workflows so each automation handles edge cases without sprawling into duplicated logic.
- [Error handling](https://docs.codezerorp.com/product/automation/workflows/error-handling.md): Configure retries, compensating steps, alerting, and fallback paths so workflows fail safely and notify the right people when something needs human attention.
- [Workflow builder](https://docs.codezerorp.com/product/automation/workflows/index.md): Design multi-step workflows with conditional branches, error handling, and reusable subflows using the visual builder so teams can automate complex processes.
- [Comments and mentions](https://docs.codezerorp.com/product/editor/comments-mentions.md): Use threaded comments, @mentions for teammates, and per-thread notification controls to keep feedback organized and discussions easy to follow in the editor.
- [Drafts and publishing](https://docs.codezerorp.com/product/editor/drafts-publishing.md): Understand draft states, review and approval cues, and what happens to readers and search indexes when you publish updates to a page in your workspace.
- [Editor and content](https://docs.codezerorp.com/product/editor/index.md): Work with drafts, publish updates, collaborate through comments and mentions, and review version history—everything you do day to day inside the editor.
- [Version history](https://docs.codezerorp.com/product/editor/version-history.md): Browse the full version history of any page, compare changes between revisions side by side, and restore earlier content when something gets overwritten.
- [Product guides](https://docs.codezerorp.com/product/index.md): Learn the interface, organize work in projects, write and collaborate in the editor, and build automation that saves your team meaningful hours each week.
- [Interface overview](https://docs.codezerorp.com/product/interface-overview.md): Tour the sidebar, command palette, page tabs, and settings panel so you can find every part of the product quickly without hunting through nested menus.
- [Keyboard shortcuts](https://docs.codezerorp.com/product/keyboard-shortcuts.md): Speed up navigation and editing with keyboard shortcuts for the command palette, formatting, page switching, and quick actions across the whole product.
- [Archive and restore projects](https://docs.codezerorp.com/product/projects/archive-restore.md): Archive completed projects to clean up your sidebar, and restore them later when work picks back up—nothing is deleted and history stays fully intact.
- [Create a project](https://docs.codezerorp.com/product/projects/create-project.md): Choose a name, visibility setting, and default options when starting a new project so the right teammates have access from the moment the project goes live.
- [Projects](https://docs.codezerorp.com/product/projects/index.md): Create projects, organize work into a clear hierarchy, collaborate with teammates, and archive completed work to keep your workspace focused and tidy.
- [Search and navigation](https://docs.codezerorp.com/product/search-navigation.md): Find projects, pages, teammates, and automation runs using global search, filters, and the command palette so nothing important stays hidden in your workspace.
- [Delete your account](https://docs.codezerorp.com/support/account-data/delete-account.md): Understand the impact of account deletion, required confirmation steps, what data is removed immediately, and what is retained for legal or billing reasons.
- [Export your data](https://docs.codezerorp.com/support/account-data/export-data.md): Request a full export of your account data, choose between supported formats, and review retention notes so you know how long exported files stay available.
- [Account and data](https://docs.codezerorp.com/support/account-data/index.md): Export your account data in supported formats and understand the consequences of account deletion before you remove your workspace permanently.
- [Contact support](https://docs.codezerorp.com/support/contact-support.md): Reach the support team through chat, email, or priority channels, and learn which severity level and details to include for the fastest possible response.
- [Support and policies](https://docs.codezerorp.com/support/index.md): Get help from support, check live system status, troubleshoot common login and performance issues, and review legal and compliance information in one hub.
- [Legal and compliance](https://docs.codezerorp.com/support/legal/index.md): Find terms of service, the privacy policy, regional data residency notes, DPAs, and other compliance documents you need for procurement and security reviews.
- [Data processing addendum](https://docs.codezerorp.com/support/legal/privacy/dpa.md): Overview of the data processing addendum for controllers and processors, including standard contractual clauses, security commitments, and audit rights.
- [Privacy and GDPR](https://docs.codezerorp.com/support/legal/privacy/index.md): Find the privacy policy, data processing addendum, and subprocessor list, plus links to regional residency notes and how to file a data subject request.
- [Privacy policy](https://docs.codezerorp.com/support/legal/privacy/privacy-policy.md): Review the privacy policy covering what data we collect, how it is used and shared, retention periods, and the rights customers have over their information.
- [Subprocessors](https://docs.codezerorp.com/support/legal/privacy/subprocessors.md): Illustrative list of subprocessors used to deliver the service, the categories of data shared with each vendor, and the regions in which they operate.
- [APAC](https://docs.codezerorp.com/support/legal/regions/apac.md): APAC-specific hosting, data residency, and compliance considerations for teams operating in Australia, Japan, Singapore, and surrounding Asia-Pacific regions.
- [EU data residency](https://docs.codezerorp.com/support/legal/regions/eu-residency.md): Review EU data residency options, supported regions, and how customer data is stored and processed when you choose European hosting for your workspace.
- [Regional specifics](https://docs.codezerorp.com/support/legal/regions/index.md): Regional notes on data residency, hosting locations, and compliance considerations for customers operating in the EU, US, and APAC markets today.
- [US data residency](https://docs.codezerorp.com/support/legal/regions/us-residency.md): US data residency notes covering hosting locations, processing details, and the contractual terms that apply to customers on American infrastructure.
- [Terms of service](https://docs.codezerorp.com/support/legal/terms-of-service.md): Read the terms of service that govern use of the product, including acceptable use, account responsibilities, liability limits, and termination conditions.
- [Status and incidents](https://docs.codezerorp.com/support/status-incidents.md): Find the live status page, learn how incidents are communicated, and review past incident reports so you know what to expect during a service disruption.
- [Troubleshooting](https://docs.codezerorp.com/support/troubleshooting/index.md): Fix the most common login and performance problems with step-by-step guides covering SSO failures, slow pages, and network or browser-related issues.
- [Login issues](https://docs.codezerorp.com/support/troubleshooting/login-issues.md): Resolve password reset emails, SSO and SAML failures, expired sessions, and other common login problems that block access to your workspace and projects.
- [Performance issues](https://docs.codezerorp.com/support/troubleshooting/performance-issues.md): Diagnose slow page loads, oversized projects, and network constraints that affect editor responsiveness, with practical fixes you can try right now.

## Optional

- [Docs](https://www.mintlify.com/docs)
- [Guides](https://www.mintlify.com/guides/introduction)
- [Articles](https://www.mintlify.com/blog)