Getting Started

Start by setting up your organization, inviting your team, and adding context resources before you create a project.

1) Log in and select your organization

• Sign in and choose the correct organization.
• Confirm you have Admin or Project Lead access.

2) Add team members

• Open Organization Settings → Users.
• Invite teammates and assign roles.
• Review access before sharing external links.

3) Update your profile

• Open Profile to set your name, role, and preferences.
• Make sure your profile reflects the role you play on projects.

4) Add context resources

• Upload key strategies, plans, or reference docs.
• Add high-value context that should inform playbooks and outputs.

5) Create your first project

• Go to Projects and choose New Project.
• Add a clear project name and description.
• Apply a playbook to generate activities.

Next steps

• Connect evidence sources and begin data capture.
• Review results as evidence is added.
• Share outputs with stakeholders.