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Set Up Your Business
Prepare your workspace for the teams and processes you use.
This guide explains concepts and example workflows. Available settings, integrations and steps depend on your plan, configuration and current product release.
Configuration checklist
Your setup may include company details, users, departments, roles, notification preferences and communication channels, depending on enabled modules.
- Confirm business and contact information
- Identify departments and owners
- Review required products and integrations
Good practice
Keep ownership and data responsibilities clear. Review your settings whenever a team or process changes.
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