Getting Started
Introduction, quick start, concepts and glossary.
Target Audience
New tenant owners and first operators onboarding the workspace.
Prerequisites
- Valid registration flow and email verification.
- Default team and owner role available.
- Core modules visible in sidebar.
Module Positioning
Foundation track to onboard a tenant from zero to first production flow.
Priority Use Cases
- New account onboarding after registration.
- Kickoff workshop with owner and manager roles.
Operating Model
- Run setup once, then validate with a pilot team.
- Freeze governance rules before scaling users.
KPI
- Time to first value (first deal/quote created).
- Onboarding completion rate by role.
Recommended Path
Start from setup and governance before enabling advanced modules.
1. Introduction
Goal: Introduction
Introduction defines the practical standard for this module and how teams execute it daily.
Expected Outcome
After this chapter, the team can standardize "Introduction" with measurable controls for delivery consistency.
- A repeatable process for Introduction is documented and shared.
- Controls are measurable against Operational maturity and shared standards.
Quick Validation
Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.
- Test the full UI flow with a standard user account.
- Validate API behavior and permissions for the same scenario.
- Record at least one edge case and expected fallback.
Risk To Avoid
Do not move to chapter 2 before edge cases and access scope are confirmed for this step.
- Do not rely on admin-only testing.
- Avoid implicit process steps not written in docs.
- Do not ship without logging and troubleshooting clues.
2. Quick Start
Goal: Quick Start
Quick Start defines the practical standard for this module and how teams execute it daily.
Expected Outcome
After this chapter, the team can standardize "Quick Start" with measurable controls for delivery consistency.
- A repeatable process for Quick Start is documented and shared.
- Controls are measurable against Operational maturity and shared standards.
Quick Validation
Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.
- Test the full UI flow with a standard user account.
- Validate API behavior and permissions for the same scenario.
- Record at least one edge case and expected fallback.
Risk To Avoid
Do not move to chapter 3 before edge cases and access scope are confirmed for this step.
- Do not rely on admin-only testing.
- Avoid implicit process steps not written in docs.
- Do not ship without logging and troubleshooting clues.
3. Core Concepts
Goal: Core Concepts
Core Concepts defines the practical standard for this module and how teams execute it daily.
Expected Outcome
After this chapter, the team can standardize "Core Concepts" with measurable controls for delivery consistency.
- A repeatable process for Core Concepts is documented and shared.
- Controls are measurable against Operational maturity and shared standards.
Quick Validation
Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.
- Test the full UI flow with a standard user account.
- Validate API behavior and permissions for the same scenario.
- Record at least one edge case and expected fallback.
Risk To Avoid
Do not move to chapter 4 before edge cases and access scope are confirmed for this step.
- Do not rely on admin-only testing.
- Avoid implicit process steps not written in docs.
- Do not ship without logging and troubleshooting clues.
4. Roles & Permissions
Goal: Roles & Permissions
Roles & Permissions defines the practical standard for this module and how teams execute it daily.
Expected Outcome
After this chapter, the team can standardize "Roles & Permissions" with measurable controls for delivery consistency.
- A repeatable process for Roles & Permissions is documented and shared.
- Controls are measurable against Operational maturity and shared standards.
Quick Validation
Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.
- Test the full UI flow with a standard user account.
- Validate API behavior and permissions for the same scenario.
- Record at least one edge case and expected fallback.
Risk To Avoid
Do not move to chapter 5 before edge cases and access scope are confirmed for this step.
- Do not rely on admin-only testing.
- Avoid implicit process steps not written in docs.
- Do not ship without logging and troubleshooting clues.
5. Glossary
Goal: Glossary
Glossary defines the practical standard for this module and how teams execute it daily.
Expected Outcome
After this chapter, the team can standardize "Glossary" with measurable controls for delivery consistency.
- A repeatable process for Glossary is documented and shared.
- Controls are measurable against Operational maturity and shared standards.
Quick Validation
Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.
- Test the full UI flow with a standard user account.
- Validate API behavior and permissions for the same scenario.
- Record at least one edge case and expected fallback.
Risk To Avoid
Do not move to chapter 6 before edge cases and access scope are confirmed for this step.
- Do not rely on admin-only testing.
- Avoid implicit process steps not written in docs.
- Do not ship without logging and troubleshooting clues.
Go-live Checklist
- Sensitive permissions are tested with a non-admin account.
- Critical business flows are verified end-to-end.
- Error messages are understandable and actionable.
- An incident runbook exists for this domain.
Success Criteria
- Faster onboarding for a new team.
- No critical action depends on implicit tribal knowledge.
- Support can diagnose an incident in under 15 minutes.