Overview

Start here to understand Helpin, create a workspace, invite your team, and configure the controls that affect access, billing, security, and customer communication.

Choose where to begin

If you want to	Read
Understand the product and its modules	What is Helpin?
Learn the terms used across the app	Core concepts
Follow a practical setup sequence	Getting started
Configure a new workspace	Create your workspace
Add people and assign access	Invite team members
Learn the main navigation	Tour of the app
Review data and access controls	Security overview
Configure support email delivery	Email delivery overview
Understand subscriptions and AI usage	Plans, billing & usage
Find product updates	Release notes & changelog

Recommended setup order

1. Create or select your workspace.

2. Create the teams that will own work.

3. Invite people with the lowest workspace role they need.

4. Grant optional module access to teams or individual members.

5. Configure the first module your team will use.

6. Review security, billing, and usage before a wider rollout.

Helpin changes quickly. The task-specific articles linked above are the source for current product behavior and should be preferred over old screenshots or copied setup notes.