Inviting Your Team
6 min
use this page as a concise getting started template for your product it gives new users a clear path to early success and provides your team with an easy‑to‑edit structure overview give users a short introduction to what your product does and why they should care use one or two sentences to describe the core value and who the product is for what you need before starting list any basic requirements so users know they’re prepared a valid account or invitation required permissions or roles a supported browser or device any files, credentials, or data needed for setup keep this list short only include what truly blocks progress step 1 sign up and log in walk users through accessing your product for the first time keep instructions actionable create your account verify your email log in to your dashboard once logged in, users should land in a clear starting area—mention what they’ll see or what they should do next step 2 explore the main dashboard briefly describe what the user sees on the first screen and what each primary area represents add a screenshot or mockup here to orient users visually step 3 complete initial setup guide users through the minimal configuration required to get meaningful value set up a profile adjust basic preferences complete any intro walkthroughs connect essential integrations (if applicable) keep these steps light so users can reach real value quickly step 4 your first meaningful action help users perform the first task that demonstrates the value of your product create their first project or item upload a file or import data trigger an action or run a workflow explain why this action matters—what it unlocks or what the user gains what’s next point users to the next logical areas of your documentation beginner‑friendly how‑to guides core concepts feature‑specific tutorials integration guides this template is designed to stay lightweight while supporting consistent onboarding across your documentation