What to Configure First
Workspaces and Organizations
Model your operating structure so resources, teams, and customer or business boundaries are clear.
Billing and Subscriptions
Review billing accounts, subscriptions, license allocation, usage, and workspace limits.
User and Team Management
Add people, assign teams, use roles, and create notification-only users where appropriate.
Recommended Setup Order
- Confirm the workspace and organization structure.
- Create teams around operational boundaries, such as customer, region, department, or support tier.
- Assign roles that match each person’s responsibility.
- Review subscription and usage state before onboarding many sites.
- Create API keys only for integrations that need them.
- Use audit logs to review sensitive changes.