Getting Started Overview
This section walks a brand-new customer through everything that happens after purchase: accessing the platform, setting up your workspace, inviting your team, and completing a productive first day inside DevSphere OS.
#What this section covers
The Getting Started guides take you from checkout to a working setup — activation, first sign-in, workspace and organization setup, team invites, roles and permissions, departments, notifications, email, your first integration, and your first project, customer, AI-assisted task, and report. Each page is short and practical.
#Who should read this
- Owners and admins setting up the workspace for the first time.
- Team members who were invited and want to get oriented.
- Anyone evaluating what onboarding looks like before rolling DevSphere OS out to a team.
#What to do first
Start with After Purchase: What Happens Next, then follow the pages in order down the sidebar. The flow is designed so each step builds on the previous one.
#The setup path
#How long setup usually takes
Core setup is typically a short session for a single admin, and more if you are inviting a larger team or connecting several integrations. Times vary by how much you configure on day one — there are no hard guarantees, and you can always return to any step later.
#What requires admin access vs what can wait
| Task | Needs admin? | Can be done later? |
|---|---|---|
| Create the workspace | Yes | No — this is first |
| Organization profile & branding | Yes | Yes, can refine anytime |
| Invite team & assign roles | Yes | Yes |
| Enable departments | Yes | Yes, add more later |
| Configure email & notifications | Yes | Yes |
| Create projects, leads, AI tasks | No (with access) | Yes |
You do not have to do everything today
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.