Quick Start Guide

Follow these steps to get your Indepth Solution platform up and running.

Step 1: Sign Up

Create your account at the sign-up page. The first user automatically becomes the platform owner with full administrative privileges.

Step 2: Configure Settings

Navigate to Settings → General to configure your company name, contact information, and social links. Then set up:

Email Settings — Configure SMTP or GoHighLevel for sending emails
Image Provider — Set up ImageKit (for images) and Cloudinary (for files)
AI Provider — Connect OpenAI, OpenRouter, Groq, or other AI services

Step 3: Invite Your Team

Go to Admin → Users and click “Invite User” to send email invitations to your team members. Assign roles and permissions as they join.

Step 4: Set Up Your Content

Add your services, write blog posts, upload portfolio projects, and configure your team profiles to populate your marketing website.

Step 5: Start Managing

Create your first client, set up a project, and begin tracking tasks with the Kanban board. The CRM is ready to capture leads from your contact form.

What Next?

Explore the rest of this documentation to learn how each module works. We recommend starting with the Dashboard overview and then diving into the modules most relevant to your business.