For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
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SetupCustomersOnboardingsWorkbenchAsk PiIntegrations
SetupCustomersOnboardingsWorkbenchAsk PiIntegrations
  • Setup
    • Overview
    • Create your workspace
    • Invite your team
    • Roles and permissions
    • Branding and logos
    • Portal settings
    • Connect your CRM
    • Plans and seats
    • Payment method
    • Invoice access
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Setup

Setup

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Create your workspace

Built with

Spin up a workspace, invite your team, and connect the integrations Pivotal reads from. Ten short reads, in the order you’ll touch them.

GET YOUR WORKSPACE READY
Create your workspace
First-time setup — name, time zone, and admin owner.
Invite your team
Seats, roles, and bulk invites.
Roles and permissions
Owner, admin, member — what each can do.
Branding and logos
Light and dark logos, brand color, favicon.
Portal settings
What customers see when they visit your portal.
Connect your CRM
Mirror customers from HubSpot, Salesforce, or Stripe.
Plans and seats
Pricing tiers and how seats work.
Payment method
Add a card, change the card, view receipts.
Invoice access
Where to find invoices and how to forward them.

Email help@pivotal.app with the article you’re on and a screenshot if you’re stuck.