Start your workspace
Set up your workspace and learn the essentials.Set up a new workspace
Complete company and store details, then review the subscription agreement.
Finish payment and start setup
Return from checkout, meet your Customer Solutions Engineer, and continue to Slack and data-source setup.
Understand your workspace
Tour the SourceMedium workspace: your store, your data sources, and how to spot a connection that needs attention.
Add your SourceMedium workspace to your device
Install the SourceMedium workspace app on your phone or desktop.
Connect and manage data sources
Connect sources, resolve access issues, and assign owners.Connect a data source
Authorize Shopify and connect it to your SourceMedium store.
Connect a data source with an API key
Add a data source like Richpanel by choosing it and entering its API key.
Reconnect a data source
Restore an expired Shopify authorization without changing accounts.
Assign a data source owner
Give a teammate responsibility for a specific data source connection.
Manage workspace access
Invite teammates and understand what each role can do.Invite a teammate
Invite a teammate and choose the right workspace role.
Accept a team invitation
Join a SourceMedium workspace from a team invitation link.
Get help
Ask for help and follow replies from your workspace.Get help from SourceMedium
Track support requests and read replies without leaving your workspace.
Reference
Check role capabilities and connection status definitions.Roles & permissions
Compare what Admins, Editors, and Viewers can do.
Connection statuses
Understand each data source status and the next action.