How it works

First-run setup & the guided tour

A fresh install greets you with a short wizard before the console opens: system language, the administrator account, workspace branding and email, document sources (with “Import your team” where the platform knows your people), team accounts and groups, and chat channels.

Every step except the administrator account can be skipped — the wizard configures the same runtime settings the console edits, so anything skipped is done later under Documents, Users & groups, Chat channels and Settings. “Skip setup for now” (bottom left) jumps straight to the console. There is no penalty for skipping: a source connected on day three works exactly as it would have on day one.

The guided tour

When setup finishes, the console opens with a guided tour: each step spotlights one part of the screen and explains it in a small card beside it — the Overview signals, sources, channels, people and access, the Settings tabs, and this help centre. Use the arrow keys or the buttons; Esc leaves at any point.

Rerun it whenever you like — “Guided tour” sits in the sidebar, just under Help. It's the fastest way to orient a second administrator you've just added, without walking them through every page yourself.

What to do first

If you skip straight to the console, the order that gets you a working assistant fastest is: connect one document source under Documents, wait for its first sync to finish (or press Sync yourself), then add yourself and one colleague under Users & groups so there's someone other than the administrator to test with. Everything else — branding, channels, extra sources — can follow at any pace.

Last updated 20 Sep 2026