Welcome. This section walks you through account setup, your workspace, billing, and integrations so you can get productive quickly. Use the articles below to go deeper—each guide is written for busy teams who need clear steps without fluff.Documentation Index
Fetch the complete documentation index at: https://preflight-ee1e633f.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Getting started
Create your account, secure access, and connect the product to the tools your team already uses.
Quickstart: get set up in under 15 minutes
A fast path from signup to first project: invites, roles, and your first integration.
Create your account
Sign up, verify your email, and choose the right organization type for your team.
Sign-in and security basics
Passwords, SSO, session length, and how we protect your workspace.
Workspace
Invite teammates to your workspace
Send invites, assign initial roles, and manage pending invitations.
Roles and permissions
Understand what admins, members, and custom roles can see and change.
Organization settings
Name, branding touches, defaults, and workspace-level policies.
Billing & plans
Compare plans
Feature matrix across Free, Team, and Enterprise tiers for this demo help center.
Upgrade or downgrade your plan
Change plans, proration, and limit changes for subscriptions.
Invoices and receipts
Download invoices, update tax details, and reconcile charges.
Integrations
Connect Slack
Install the Slack app, pick channels, and manage notifications.
Connect your CRM
Link Salesforce or HubSpot through partner connectors or a custom sync strategy.
Developer integrations
3 pages
Partner connectors
3 pages