Getting Started

These pages cover the fundamentals — creating your account, signing in, the roles and permissions that govern what you can do, and a quick tour of the app.

If you got here from an invitation email or a magic link from your agency, jump to Signing In — the rest of this section is most useful for new agency teams.

In this section

1. Creating Your Account
2. Signing In
3. Understanding Roles & Permissions
4. Tour of the Dashboard
5. Glossary of Terms