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Your first week
A short checklist after the first save — daily sourcing, then team setup, then billing if you own the workspace.
Last updated Aug 18, 2026
Use this after Quick start. Skip anything that is not your job.
Day 1 — get value
- Save a LinkedIn profile with a status and a one-line note.
- Open Profiles and find the same person.
- Glance at Home for recent activity.
Day 2 — source as usual
- Learn Status vs Position.
- Build a Boolean search, copy the X-ray string, paste it into Google.
- Use the Google panel to triage
/in/results. - Filter Profiles by status or position.
Same week — if you work as a desk
- Invite teammates from Settings → Members.
- Agree who is Owner vs Admin vs Member (Roles).
- Tailor Statuses and Positions so everyone uses the same words.
- Rename the workspace in Settings → General if
{Your name}'s workspaceis not how the desk talks.
If you own billing
- Know when the trial started (first saved profile).
- Know what happens if nobody chooses a plan — the workspace becomes read-only.
- Boolean history and visit badges stay free either way.
Invited teammates do not see the owner’s setup coach. They join a workspace that is already running.
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