Onboarding Guide

Welcome! This guide will help you and your team get started with our platform quickly and efficiently.

Getting Started

Step 1: Create Your Account

To begin, you'll need to create an account:

1. Visit our sign-up page
2. Enter your email address
3. Verify your email through the confirmation link
4. Complete your profile setup

Step 2: Set Up Your Workspace

Once your account is created, you'll want to set up your workspace:

• Choose a workspace name that represents your team or project
• Invite team members by sending them email invitations
• Configure your settings to match your team's preferences

Step 3: Connect Your First Integration

Our platform works best when connected to your existing tools:

Key Features to Explore

Documentation Management

• Create pages using our intuitive editor
• Organize content with folders and tags
• Collaborate with your team in real-time
• Version control to track changes over time

Team Collaboration

• Assign roles to team members (Admin, Editor, Viewer)
• Set permissions for different sections
• Track activity with detailed logs
• Communicate using comments and mentions

Customization

• Brand your workspace with custom logos and colors
• Configure navigation to match your structure
• Set up custom domains for your documentation
• Customize the theme to match your brand

Best Practices

For Team Leads

1. Set up your workspace structure before inviting team members
2. Define clear roles and permissions from the start
3. Create templates for common documentation types
4. Establish workflows for content review and publishing

For Content Creators

1. Start with an outline before writing full content
2. Use consistent formatting across all pages
3. Add metadata (tags, categories) to improve discoverability
4. Review and update content regularly

For Developers

1. Use our API to automate documentation updates
2. Set up webhooks for real-time synchronization
3. Integrate with CI/CD pipelines for automated publishing
4. Leverage our SDK for custom integrations

Common Tasks

Inviting Team Members

To invite new team members:

1. Navigate to Settings → Team
2. Click "Invite Member"
3. Enter their email address
4. Select their role (Admin, Editor, or Viewer)
5. Click "Send Invitation"

They'll receive an email with instructions to join your workspace.

Creating Your First Page

1. Click "New Page" in the sidebar
2. Choose a template or start from scratch
3. Add your content using our markdown editor
4. Add metadata (title, description, tags)
5. Click "Publish" when ready

Setting Up Custom Domain

1. Go to Settings → Domains
2. Click "Add Custom Domain"
3. Enter your domain name
4. Follow the DNS configuration instructions
5. Verify your domain ownership

Troubleshooting

Can't Access Workspace

If you're having trouble accessing your workspace:

• Check that you're using the correct email address
• Verify your account is activated
• Contact your workspace administrator
• Check your email for invitation links

Integration Not Working

If an integration isn't working:

• Verify your API credentials are correct
• Check the integration status in Settings
• Review the integration logs for errors
• Ensure you have the necessary permissions

Content Not Publishing

If your content isn't publishing:

• Check that you have Editor or Admin permissions
• Verify the page isn't in draft mode
• Review any validation errors
• Check your publishing workflow settings

Next Steps

Now that you're onboarded, here are some recommended next steps:

Need Help?

If you have questions or need assistance:

• Documentation: Browse our help center
• Community: Join our Slack community
• Support: Email us at support@example.com
• Status: Check our status page

Welcome aboard! We're excited to have you here.