Quickstart Guide
Step-by-step guide to setting up your account, joining a workspace, and starting collaboration.
3 min read•Updated September 2026
1. Account Registration
Sign up with your work email, name, and password. If your team has provided an organization invite code, enter it during onboarding to instantly link your account to your company workspace.
3. Recommended First Steps
Upload Workspace Documents
Open Document Vault to upload project files, contracts, or presentation decks.
Join Channels
Browse public team channels or start 1-on-1 direct message conversations.
Ask Co-Pilot
Open AI Co-Pilot Studio to analyze attached documents and answer complex questions.
Participate in Discussions
Check the Discussion Forum to discover workflows, upvote community solutions, or ask questions.