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Getting Started

Onboarding: Set Up Your First Workspace

Configure your workspace, assign initial roles, and launch your first operational workflow.

6 min read

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1. Create and name your workspace

Start by creating a workspace that reflects your business unit or product domain. Use consistent naming to make cross-team reporting easier later.

2. Assign owner and operator roles

Set one workspace owner and at least one backup operator. This avoids blocked workflows when approvals or edits are needed urgently.

3. Enable baseline monitoring

Before rolling out new workflows, configure default alerting for failures and long-running steps so issues are visible from day one.