Getting Started

Everything you need to get your first workflow running in PlugIQ — account setup, inviting your team, and configuring permissions.

4 articles in this section

ARTICLES

Creating Your First Process

Step-by-step guide to building and publishing your first approval workflow in PlugIQ.

Inviting Team Members

How to invite colleagues to your workspace and manage pending invitations.

Roles and Permissions

Understanding the four built-in workspace roles and how process-level permissions work.

Connecting Google / Microsoft

Enable SSO, calendar integration, and document generation by connecting Google Workspace or Microsoft 365.