Getting Started
New to ScopeStack? Follow this path to go from first login to a generated project document.
1. Log in and set up your account
Get your credentials, understand password requirements, and configure SSO if your organization uses it.
2. Learn the building blocks
ScopeStack projects are built from three types of content: Professional Services, Managed Services, and Products. Understanding these is key to everything else.
3. Create your first project
Walk through the full workflow: create a project, add services, review pricing, and generate your first document.
What’s next
Once you have a project, explore these areas:
- Phases & Descriptions to organize work into project phases and write service content
- Document Templates to customize your output documents
- Roles & Permissions to control who can do what
- Connected Apps to integrate with your CRM and PSA tools
Reference
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