Onboarding to Agora

This guide helps you get started with Agota account and create your first project.

Step 1: Create an Agora account

Create a new project

To sign up, complete the following steps:

1. Open the signup page.

2. Enter your name, last name, company name, and phone number, and choose a strong password.

3. Carefully read the Terms of Service, Privacy Policy, and Acceptable Use Policy, tick the checkbox, and verify hCaptcha.

4. Click Create Account. This will send a verification code to your specified email address.

5. Enter your verification code, and then choose Verify. If you don't see the email, check your spam folder.

Sign up using an existing account

1. On the signup page, select the third-party account you want to use.

2. Follow the on-screen instructions to complete verification.

3. Carefully read the Terms of Service, Privacy Policy, and Acceptable Use Policy, tick the checkbox, and verify hCaptcha.

4. Click Continue.

Step 2: Team and Organization Setup

For Team Administrators

If you're setting up an account for your team:

1. Create your organization

   • Navigate to Settings > Organization
   • Add your company name and details
   • Upload your company logo (optional)

2. Invite team members

   • Go to Team > Members
   • Click Invite Members
   • Enter email addresses (one per line)
   • Assign appropriate roles:
     • Admin: Full access to all features
     • Editor: Can create and edit projects
     • Viewer: Read-only access

3. Set up billing (if applicable)

   • Choose your plan under Billing > Plans
   • Add payment method
   • Review billing settings

For Team Members

If you were invited to join a team:

1. Accept your invitation

   • Check your email for the invitation
   • Click Accept Invitation
   • Complete your profile setup

2. Review your permissions

   • Check what access level you have
   • Ask your admin if you need additional permissions

Step 3: Create Your First Project

Project Basics

1. Start a new project

   • Click New Project from your dashboard
   • Choose a descriptive project name
   • Select the appropriate template or start from scratch

2. Configure project settings

   • Set project visibility (Public/Private/Team)
   • Choose your preferred workflow
   • Add project description and tags

3. Invite collaborators (optional)

   • Click Share in the top right
   • Add team member emails or share the project link
   • Set collaboration permissions

Project Templates

Choose from these starter templates to speed up your setup:

Template	Best For	Features
Basic	Simple projects	Essential tools, clean layout
Marketing	Campaigns and content	Analytics integration, A/B testing
Development	Software projects	Git integration, code review tools
Design	Creative projects	Asset management, design feedback tools

Step 4: Essential Integrations

Connect Your Tools

Integrate with tools your team already uses:

Popular Integrations:

• Slack: Get notifications and updates in your channels
• Google Drive: Sync files and folders automatically
• GitHub: Link repositories and track code changes
• Figma: Import designs and prototype feedback

To add an integration:

1. Go to Settings > Integrations
2. Find your preferred tool
3. Click Connect and authorize access
4. Configure sync settings

Webhooks for Advanced Users

If you need custom integrations:

1. Navigate to Settings > Webhooks
2. Click Add Webhook
3. Enter your endpoint URL
4. Select which events to trigger the webhook
5. Test the connection

Step 5: Customize Your Workspace

Dashboard Layout

Personalize your dashboard to match your workflow:

• Drag and drop widgets to reorder them
• Hide unused sections by clicking the eye icon
• Add shortcuts to frequently used features
• Set up custom views for different project types

Notification Settings

Configure notifications to stay informed without being overwhelmed:

1. Go to Settings > Notifications
2. Choose notification methods:
   • In-app notifications
   • Email summaries
   • Mobile push (if app is installed)
3. Set frequency preferences
4. Choose which events to be notified about

Troubleshooting Common Issues

Can't Verify Email?

• Check your spam/junk folder
• Make sure you're checking the correct email address
• Try requesting a new verification email
• Contact support if the issue persists

Invitation Link Not Working?

• Make sure you're logged out of any existing accounts
• Try opening the link in an incognito/private browser window
• Check if the invitation has expired
• Ask the sender to resend the invitation

Integration Not Connecting?

• Verify you have admin rights for the external service
• Check if your organization allows third-party integrations
• Clear browser cookies and try again
• Review the integration permissions carefully

Next Steps

Congratulations! You've completed the basic setup. Here's what to explore next:

Immediate Actions

• Complete your first project
• Explore the help documentation
• Join our community forum
• Schedule a demo with our success team (Enterprise users)

Learning Resources

• Video tutorials: Watch our getting started series
• Documentation: Browse detailed feature guides
• Webinars: Join weekly training sessions
• Community: Connect with other users in our forum

Need Help?

Our support team is here to help you succeed:

• Help Center: Browse our knowledge base
• Live Chat: Available Monday-Friday, 9 AM - 5 PM PST
• Email Support: support@example.com
• Community Forum: Get help from other users

Enterprise customers also have access to:

• Dedicated customer success manager
• Priority phone support
• Custom onboarding sessions