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18 changes: 17 additions & 1 deletion src/content/docs/docs/getting-started/setup-quickstart.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -7,6 +7,7 @@ sidebar:
---
import HowItWorks from '@components/site/HowItWorks.astro';
import Success from '@components/fern/Success.astro';
import Tip from '@components/fern/Tip.astro';

{/* test {"testId": "setup-quickstart-content"} */}
{/* step {"goTo": "https://promptless.ai/docs/getting-started/setup-quickstart"} */}
Expand All @@ -19,6 +20,21 @@ Promptless automatically updates your docs, saving your team time and improving

Sign up for a free account at [accounts.gopromptless.ai](https://accounts.gopromptless.ai)

### What permissions are needed?

Connecting integrations may require admin-level access depending on your organization's settings:

- **Slack**: Workspace admin permissions to install the Promptless app
- **GitHub**: Organization admin or sufficient repository access to install the GitHub App
- **Jira/Confluence**: Atlassian admin permissions to authorize the OAuth connection
- **Linear**: Workspace admin permissions to connect the integration

Don't have the required permissions? No problem—you can invite teammates during setup.

<Tip>
If you don't have admin access to connect a particular integration, you can invite someone from your IT or Engineering team directly from the onboarding wizard. The invited person receives an email that brings them to the same onboarding page you're on, and they can pick up exactly where you left off.
</Tip>
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Prithvi's response to prospect Susannah (Alation): "you can invite an admin from eng/IT to connect those apps to Promptless, and they can pick up where you left off... The email they get will bring them to the same exact onboarding page that you are looking at. Everyone you invite can continue the onboarding steps."

Source: https://Promptless.slack.com/archives/C08RZNK94GN/p1773778951753019


{/* step {"find": "Guided Setup Wizard"} */}
## Guided Setup Wizard

Expand Down Expand Up @@ -63,7 +79,7 @@ When you first sign in, a 6-step wizard guides you through setup:
]}
/>

Your progress saves automatically—if you leave and come back later, you'll pick up where you left off. Team members from the same organization can continue setup without losing previous progress.
Your progress saves automatically—if you leave and come back later, you'll pick up where you left off. Setup doesn't need to be completed by a single person: any teammate you invite can continue from the current step, making it easy to hand off to someone with the right permissions for a specific integration.
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Prospect email question: "What information do we need to have ready from GitHub, Slack, JIRA, etc?" - prompted documentation of prerequisites and collaborative setup flow.

Source: https://Promptless.slack.com/archives/C08RZNK94GN/p1773778951753019


{/* step {"find": "What Gets Configured"} */}
## What Gets Configured
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