Skip to Content
HelpGetting Started

Getting Started

New to ScopeStack? Follow this path to go from first login to a generated project document.

Step 1Log in and set up your accountGet your credentials, understand password requirements, and configure SSO if your organization uses it.Step 2Learn the building blocksUnderstand professional services, managed services, products, and how they fit together.Step 3Create your first projectCreate a project, add services, review pricing, and generate your first document.

What’s next

Phases & DescriptionsOrganize work into project phases and write service content.Document TemplatesCustomize the documents ScopeStack generates.Roles & PermissionsControl who can view, create, and manage platform data.Connected AppsConnect ScopeStack to your CRM, PSA, and other tools.

Reference

Browser CompatibilitySupported browsers and recommended settings.Data Backups & RestorationHow ScopeStack protects and restores platform data.
Last updated on