Getting Started

Use this page as the first-stop checklist for new Clientia users and developers.

Before you begin

• Create or join a Clientia organization.
• Confirm your organization role has access to the area you need.
• Decide whether you are using the dashboard, the public API, or both.

First setup pass

1. Sign in to the dashboard.
2. Create or review your products.
3. Configure billing and access rules.
4. Create any licenses or customer records needed for your first workflow.
5. Test the workflow with non-production data before sending it to customers.

Next step

Developers integrating with Clientia should continue to the API overview.