Getting started
Updated 03/Jul/2026
Welcome
This guide walks you through the first few steps after you create your account.
1. Finish the setup checklist
When you first sign in, your dashboard shows a "Get started" checklist. Each item links straight to the place in the app where you complete it, so you can work through them in order:
- Complete your profile
- Invite a team member
- Choose the plan that fits your needs
- Generate an API key (if you build on our API)
- Configure a webhook (if you want event notifications)
The checklist disappears once every item is done. You do not have to finish it in one sitting.
2. Take the product tour
If you would like a guided walkthrough of the dashboard, look for the "Take a quick tour" button and follow the highlighted steps.
3. Set your preferences
Open Settings to set your timezone, date format, and notification preferences so that dates and alerts match how you work.
Need help?
If you get stuck, use the help widget on the site to search these articles, ask a question, or contact our support team.