What to complete first

A clean setup prevents rework later. The first run should establish workspace identity, market defaults, and who can access the workspace.

• Create workspace name and URL during onboarding.
• Select business type and primary market.
• Complete your profile so activity and invites show your real name.

Onboarding flow

The onboarding form creates the organization record and routes you to your workspace.

1. Enter workspace name and URL slug.
2. Pick industry, business type, team size, and primary market.
3. Confirm details and create the workspace.

First admin checklist

Before inviting others, validate branding and product data structure so teammates work in the right model.

• Upload logo and organization profile in Settings > Organization.
• Create at least one product model and attribute group.
• Create core attributes and required fields for your model.
• Add channels and destinations if you publish to multiple endpoints.