Getting started

This guide takes you from a new workspace to a team that is working in Helpin. Follow the steps in order, then jump into the module your team will use first.

Step 1: Create your workspace

Your workspace is the shared home for your members, roles, and organization-wide settings. See Create your workspace.

Step 2: Invite your team

Invite people from workspace settings and give each person the right role and module access. Then add them to teams. See Invite team members.

Step 3: Learn your way around

Get to know the sidebar, the modules, and where settings live. See Tour of the app.

Step 4: Start with one module

You do not need to set up everything at once. Pick the module your team needs first:

• Support — start with Support Inbox, then install the chat widget using the Chat widget overview. To handle email, set up Support email forwarding & routes.

• Docs — read the Docs overview, then create your first space with Spaces.

• Projects — set up your teams with Teams, create Tasks, and track your own work in My Work.

Before you go live

• Review Security overview so you know how access is controlled.

• If you will email customers, read Email delivery overview and verify your own sending domain before you announce your support address.