Quick starts by role
Follow the shortest onboarding path for your responsibilities instead of configuring every Spacebrain module at once.
Choose the path closest to the work you own. Each quick start links to the detailed guide when a step needs more context.
Workspace owner
Set up identity, members, providers, security, billing, and operating ownership.
Sales or support
Work leads, deals, conversations, tasks, and follow-up without changing system configuration.
Builder or marketer
Create agents, automations, emails, forms, pages, webinars, and growth programs.
Agency operator
Configure branding, sub-accounts, client connections, limits, domains, and rebilling.
If you wear several hats
Complete Workspace owner first, then the role responsible for the first customer workflow. You do not need to finish all four paths before launch.
Universal first-launch gate
Every role should use the first-launch checklist before an external send, call, automation, page, event, social post, review request, or provider change. Use data access and safe operation for customer-data boundaries and feature availability when a control is missing.
Next step
Keep moving
Open the relevant Spacebrain module, ask for help, or tell us how to improve this guide.
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