> ## Documentation Index
> Fetch the complete documentation index at: https://docs.plansync.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Started

> How to get your team running in PlanSync.

# Getting Started

Use this checklist to launch PlanSync with your team.

## 1) Create or join a workspace

* Sign in through your PlanSync app URL
* Create a workspace or accept an invite link
* Confirm your email when prompted

## 2) Create your first project

In the workspace, create a project and set:

* Project name and location
* Currency and measurement system
* Stage and delivery dates
* Operations mode (if your team uses O\&M features)

## 3) Add team members

Invite internal and external collaborators:

* `SUPER_ADMIN`: full workspace administration
* `ADMIN`: project/workspace management
* `MEMBER`: standard project access

For scoped access, assign members to specific projects.

## 4) Upload drawings and files

* Create folder structures or apply templates
* Upload sheets/documents
* Open files in the viewer and start markup/collaboration

## 5) Enable the right modules

Based on your plan and project setup, turn on modules your team needs:

* Issues
* RFIs
* Punch lists
* Field reports
* Takeoff
* Proposals
* O\&M (assets, maintenance, inspections, occupant workflows)

## 6) Invite clients to portal views

When ready, share project data using client and proposal portals, and occupant reporting links where applicable.

Continue with [Workspaces and Projects](workspaces-and-projects) for setup details.