Onboarding and First Organization

Applies to: All

Overview

This guide walks through your first days on FlexSite: confirming your account, setting up an organization (your team space), and optionally launching a first website.

Key concepts

  • Profile — your personal FlexSite login (name, email). One person can belong to many organizations.
  • Organization — where websites, billing, and teammates live. You need at least one org to create a project.
  • TRIAL — many new orgs start on a free trial with a small pool of credits. Some features (custom domains, Support) unlock after you upgrade to ACTIVE.

Steps — first sign-in

  1. Sign up or sign in to FlexSite.
  2. Complete any fields on Profile if the app prompts you (this helps teammates recognize you).
  3. If you have no organization yet, follow the onboarding prompts or choose Create Organization from the organization menu.

Steps — first organization

  1. After you create an org, you land on Projects — an empty list until you add a site.
  2. Open Billing to see whether you are on TRIAL, how many credits you have, and what an upgrade includes.
  3. When you are ready to collaborate, open Members and invite colleagues by email.

Steps — first project

  1. From Projects, click New Project (full wizard) or Create Atom Site (fastest AI path).
  2. Atom is best for a quick marketing site with minimal setup. FlexProject Hosting leads to Codeless (editor-friendly Drupal) or FlexLab (developer Git workflow).
  3. Submit the wizard — FlexSite builds the site in the background. Status on Overview changes from provisioning to ready when you can visit the URL.

After onboarding

  • Read Choosing Your Project Type if you are unsure which tier fits long term.
  • Skim Navigation Basics so the sidebar hierarchy feels familiar.
  • Upgrade to ACTIVE before you need your own domain name or Support tickets.
  • For media-heavy Codeless sites, set up Digital Assets early so editors have a shared image library.