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  4. Your First Steps with SaaS Boilerplate

January 7, 2026

Your First Steps with SaaS Boilerplate

Get started quickly with SaaS Boilerplate by setting up your workspace, personalizing your profile, and inviting your team. This guide covers everything you need to know for a smooth onboarding experience.

Getting started overview showing the welcome screen and initial setup steps.

Introduction

Welcome to SaaS Boilerplate! This guide will walk you through your initial setup, from creating your workspace to inviting team members. By the end, you'll have a fully configured environment ready for building your SaaS application.

Tip

The entire setup process takes less than 5 minutes. Let's get you started!

Prerequisites

Before you begin, ensure you have:

  • A valid email address for account creation
  • Access to the SaaS Boilerplate dashboard
  • Basic understanding of SaaS concepts (don't worry if you're new—we'll guide you through it)

Core Concepts

Workspace

Your workspace is the central hub for your organization, containing all your data, team members, and configurations. It's isolated from other tenants for security and scalability.

Multi-Tenancy

SaaS Boilerplate uses multi-tenancy to ensure each customer has their own secure environment while sharing the underlying infrastructure.

Step-by-Step Setup

Welcome and Introduction

Upon logging in, you'll see the welcome screen with an overview of SaaS Boilerplate's features. Click "Create my workspace now" to proceed.

Configure Your Workspace

Choose a workspace name and custom URL slug. The name should reflect your organization or project, and the slug will be part of your unique URL (e.g., yourdomain.com/workspace/your-slug).

Warning

Workspace names and slugs must be unique. If your choice is taken, try variations like adding your industry or year.

Personal Information

Provide your full name, phone number (with country code), and how you heard about SaaS Boilerplate. This information personalizes your experience and helps with account security.

Invite Team Members (Optional)

Add team members by email and assign roles. You can skip this step and invite people later through the team management section.

Verification

After completing the steps, you'll be redirected to your new workspace dashboard. Verify everything is set up correctly by checking your profile and workspace settings.

Troubleshooting

Best Practices

Read More

Customizing Your OrganizationManaging NotificationsManaging Your Profile
IntroductionPrerequisitesCore ConceptsWorkspaceMulti-TenancyStep-by-Step SetupWelcome and IntroductionConfigure Your WorkspacePersonal InformationInvite Team Members (Optional)VerificationTroubleshootingBest Practices
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