📝 Overview
The Setup Guide is your central resource for getting your system up and running. It organizes your onboarding into topics, each containing a checklist of features to configure. From the guide, you can navigate directly to feature setup pages, access Help Center articles for additional support, and mark items as complete as you work through them.
⚠️ Important Note: The Setup Guide is shared across all users in your system. Any progress you mark will be visible to everyone. Make sure a feature is fully configured before marking it as done.
🔍 Accessing the Setup Guide
🖥️ Global Search Box
Click the arrow to learn how to access the Setup Guide using the Global Search
Click the arrow to learn how to access the Setup Guide using the Global Search
Click the Global Search Box in the top navigation bar.
Type "Setup Guide" into the search field.
Click the Setup Guide result that appears under Tools.
⚙️ Settings Page
Click the arrow to learn how to access the Setup Guide through the Settings menu
Click the arrow to learn how to access the Setup Guide through the Settings menu
Click the gear icon in the top-right corner of the screen to open Settings.
Click General in the left panel.
Click the Setup Guide tile.
🧭 Navigating the Setup Guide
Click the arrow to learn how to navigate topics and features in the Setup Guide
Click the arrow to learn how to navigate topics and features in the Setup Guide
The Setup Guide is organized into topics listed in the left panel. Each topic contains a checklist of features to configure.
Click a topic in the left panel to expand its feature list.
Review the features listed, along with their descriptions.
Click the Setup button next to a feature to navigate directly to that configuration page.
Click the Help button next to a feature to open the corresponding Help Center article.
✍️ Note: Some Setup and Help buttons may appear inactive for certain features. Hovering over an inactive button will display a message explaining why it is not available.
✅ Tracking Your Progress
Click the arrow to learn how to mark features complete and track your progress
Click the arrow to learn how to mark features complete and track your progress
As you finish configuring each feature, use the Done toggle to mark it complete.
Locate the feature row you have finished configuring.
Click the Done toggle to the left of the feature name. The row will update to reflect its completed status.
As you mark features done, a progress bar at the bottom of the feature list will update to show how many items have been completed within that topic (for example, "1/3 Complete").
The left panel also displays a fraction counter next to each topic name, giving you a quick overview of your progress across all topics at a glance.