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Operator setup

Your operator starts with context.

Create one secure account, add the business basics, and keep every live action behind an explicit owner gate.

  1. 01Create your accountKeep setup and workspace context together.
  2. 02Connect your toolsAdd providers only when you are ready.
  3. 03Approve what movesDrafts and receipts come before live sends.

New workspace

Create account, then continue setup.

Operator trial setup comes next. A card will be required before live customer sends; drafts, receipts, and local review come first.

A card will be required before live customer sends. Drafts and review come first.

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