Foundation

Start here to prepare a client workspace, invite the right roles, and align on governance before building workflows.

What to cover

• Getting started: Sign-in flow, choosing the right org, and first actions.
• Authentication & Access: Google OAuth, organization switching, and role-based access control.
• Trial & Production Plans: Plan types, features, limitations, and upgrade paths.
• Workspaces: Roles, invitations, settings, and isolation per client.
• Governance: Approvals, roles, audit, and safety practices.

Integrator checklist

• Create a dedicated workspace per client with at least two Owners.
• Map roles (Owner/Admin/Member) to client stakeholders and delivery teams.
• Agree on approval policy (keep Draft/Pilot until client signs off).
• Enable audit visibility for client approvers if required.