All systems operational

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

1
Purchase
Complete checkout.
2
Activation email
Confirm and activate.
3
Create workspace
Name, timezone, branding.
4
Invite team
Roles and access.
5
Configure departments
Turn on what you need.
6
First workflow
Project, lead, AI task.
7
Review reports
See how it is going.

#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

TaskNeeds admin?Can be done later?
Create the workspaceYesNo — this is first
Organization profile & brandingYesYes, can refine anytime
Invite team & assign rolesYesYes
Enable departmentsYesYes, add more later
Configure email & notificationsYesYes
Create projects, leads, AI tasksNo (with access)Yes

You do not have to do everything today

Get access, set the essentials (organization details, one admin, a department or two), then expand as your team settles in. The First-Day Checklist shows the essentials.

Still need help?

Can’t find what you’re looking for? The DevSphere OS team is happy to help.