Getting Started

Welcome to SAMS!

Whether you're joining an existing organization or starting fresh, this guide will help you get up and running quickly.

First Time Sign In

Creating Your Account

1. Sign Up: Create your account using one of these methods:

   • Email and password
   • Google or other social login
   • Magic link (passwordless login)

2. Verify Email: Check your email and click the verification link

3. Complete Profile: Add your name and any other required information

Joining an Organization

If you received an invitation:

1. Accept Invitation: Click the link in your invitation email
2. Create Account: Sign up if you don't already have an account
3. Join Organization: You'll automatically be added to the organization

Your First Steps

1. Explore Your Dashboard

After signing in, you'll see your dashboard with:

• Active Applications: Applications your organization has subscribed to
• Organization Name: Shows which organization you're currently viewing
• Quick Actions: Common tasks like browsing the marketplace

2. Check Your Role

Look for your role indicator to understand your permissions:

• Member: You can use applications and view organization information
• Admin: You can also manage subscriptions, billing, and team members

3. Browse Available Applications

1. Click Marketplace in the navigation
2. Browse applications available for subscription
3. Click on any application to see:
   • What it does and key features
   • Available pricing plans
   • Trial options (many offer free trials)

4. Set Up Your Profile

Click your profile picture and select Account Settings to:

• Update your display name and profile picture
• Set your timezone and language preferences
• Configure security settings like two-factor authentication

Understanding Organizations

What is an Organization?

Organizations let you work with your team and share subscriptions. Think of it like a workspace where:

• Everyone shares the same application subscriptions
• Billing is handled at the organization level
• Admins control who has access

Multiple Organizations

You might belong to several organizations (like different companies or departments). Use the organization switcher in the top navigation to move between them.

Subscribing to Your First Application

Ready to add an application? Here's how:

For Organization Admins:

1. Go to Marketplace: Browse available applications
2. Choose an Application: Click to view details and pricing
3. Start Free Trial: Most applications offer 14-day trials
4. Select Plan: Choose the plan that fits your organization's needs
5. Complete Subscription: The application will be available immediately

For Organization Members:

Ask your organization admin to subscribe to applications you need. They control billing and subscription decisions.

Getting Help

Need Support?

• Documentation: You're reading it! Use the search to find specific topics
• Organization Admin: Contact your admin for subscription or access questions
• AI Assistant: Use the chatbot in the app for quick answers
• Support Team: Contact support for technical issues or billing questions

Common Next Steps

• Explore Applications: Try out applications your organization has subscribed to
• Invite Teammates: (Admins only) Add more people to your organization
• Customize Settings: Update your personal preferences and security settings
• Learn Features: Each application may have its own help documentation