Run the guided setup wizard

Configure products, branding, domains, and team access in one pass.

When to use this. You have just created an account and want it configured before inviting anyone.

What you’ll need. Owner or admin access to the account.

Open Guided Setup
Go to Account Management → Manage Account. On the Account tab, choose Start Guided Setup. The wizard is not one-time — the same button reads Run Guided Setup afterwards, and every step is also reachable on its own settings page.
Choose your products
The Products step switches each of the six products on or off for this account. Forms, Documents, Apps, and Flows are enforced across the product, so switching one off hides it and blocks its pages. Chatbot and Reach are separate products reached through a sign-in handoff, so switching those off only removes their icon from the app switcher.
Add your branding
The Branding step takes your logo, mini logo, and favicon. Do this before you share anything, because these appear on public pages and in outbound email.
Decide the domain scope
The Domains step asks for one domain for the whole account, or a separate domain per product. Choose Skip for now if DNS is not ready — you can add a domain later from Manage Account → Workspace without repeating the wizard.
Set team access
The Team Access step covers which sign-in methods the account allows, and whether people with a matching email address join automatically.
Review and finish
The Review step lists what you configured. Finish it, then open a public page and sign in once in a private window to confirm the account looks right from outside.

How to know it worked

The wizard reports that you are all set, and Manage Account shows your products, branding, and domain choices.