Move from signup to your first report in a few guided steps.
This guide walks you through the first full Hub loop, from signup to the first report you can share with a client. It is the fastest path to a working workspace because it covers the setup screens in the order people actually use them. If you get lost at any point, the help center links and the contact form are always one click away.
Create your account with your work email, company name, and a password you can keep secure. This gives you a workspace and creates the first owner record.
Open the verification email and confirm the address before you continue. Verification unlocks the rest of the dashboard and keeps the account tied to the right inbox.
Enter your business details so the Hub can tailor labels, reports, and default copy to your company. This keeps the workspace from feeling generic.
Set your tracking details and primary keywords so the first SEO and analytics runs have a real starting point. This is where the Hub learns what matters most.
Choose the modules you want to try first. The dashboard will remember the selection and surface the right entry points after onboarding.
Invite teammates or mark the workspace as a solo setup. If you need a teammate later, you can still add them from Settings.
Open the module you want to test and click the trial request action. That puts the request into the approval queue so the Hub team can activate it.
The request stays visible in the dashboard while it is pending. Once it is approved, the module becomes available without any extra setup from you.
Go into the module, run the first action, and then open the report view to review what the agents found. That closes the loop from signup to a useful output you can share.
This guide walks you through the first full Hub loop, from signup to the first report you can share with a client. It is the fastest path to a working workspace because it covers the setup screens in the order people actually use them. If you get lost at any point, the help center links and the contact form are always one click away.
Use the help center contact form if email verification never arrives, a module trial is still pending, or a step looks different from this guide.
Go to contact formA few short answers before you reach for support.
You can move through onboarding quickly, but the later modules work better when the business profile and tracking fields are filled in. Skipping them usually means more generic outputs.
Keep the request open and check the dashboard card for status. If it still looks stuck after a business day, use the contact form from this help center.
Yes. You can finish onboarding alone and add teammates later from Settings when you are ready to share access.
Open the Reports module after the first module run. The latest report appears there and can be downloaded from the report view.