Getting Started

How new customers should approach TrialStack documentation and product onboarding.

Start in workflow order

flowchart LR
    Model[Operating model] --> Workflow[First workflow]
    Workflow --> API[API later]

TrialStack is easiest to learn when the team understands the operating model first and then moves into the first real workflow, rather than jumping directly into isolated records or raw API contracts.

Keep the first week focused

Most new teams should:

identify the workspace administrator
decide which users primarily work in the product and which primarily integrate with it
review Platform Overview, Entity Views & Forms, and Roles & Workflows
complete the first-run checklist in Onboarding

Read by responsibility

operators should start with Trials, Documents, and Evidence Packs
administrators should add Preferences and Users
integration owners should add Integrations & API once the workflow is clear

Move to contracts last

Use this docs site to understand workflow and product behavior first. Move to API reference when the team needs exact request and response detail.