> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sourcemedium.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace guides

> Short walkthroughs for setting up and managing your SourceMedium workspace.

Choose a task guide for a short narrated demo plus written steps and screenshots
captured from the product interface. Use the reference pages for quick definitions.

## Start your workspace

Set up your workspace and learn the essentials.

<Columns cols={2}>
  <Card title="Set up a new workspace" href="/product-tours/self-service-onboarding">
    Complete company and store details, then review the subscription agreement.
  </Card>

  <Card title="Finish payment and start setup" href="/product-tours/payment-complete">
    Return from checkout, meet your Customer Solutions Engineer, and continue to Slack and data-source setup.
  </Card>

  <Card title="Understand your workspace" href="/product-tours/workspace-overview">
    Tour the SourceMedium workspace: your store, your data sources, and how to spot a connection that needs attention.
  </Card>

  <Card title="Add your SourceMedium workspace to your device" href="/product-tours/install-the-app">
    Install the SourceMedium workspace app on your phone or desktop.
  </Card>
</Columns>

## Connect and manage data sources

Connect sources, resolve access issues, and assign owners.

<Columns cols={2}>
  <Card title="Connect a data source" href="/product-tours/connect-data-source">
    Authorize Shopify and connect it to your SourceMedium store.
  </Card>

  <Card title="Connect a data source with an API key" href="/product-tours/connect-with-api-key">
    Add a data source like Richpanel by choosing it and entering its API key.
  </Card>

  <Card title="Reconnect a data source" href="/product-tours/reconnect-data-source">
    Restore an expired Shopify authorization without changing accounts.
  </Card>

  <Card title="Assign a data source owner" href="/product-tours/manage-data-source-owners">
    Give a teammate responsibility for a specific data source connection.
  </Card>
</Columns>

## Manage workspace access

Invite teammates and understand what each role can do.

<Columns cols={2}>
  <Card title="Invite a teammate" href="/product-tours/invite-team-member">
    Invite a teammate and choose the right workspace role.
  </Card>

  <Card title="Accept a team invitation" href="/product-tours/accept-team-invitation">
    Join a SourceMedium workspace from a team invitation link.
  </Card>
</Columns>

## Get help

Ask for help and follow replies from your workspace.

<Columns cols={2}>
  <Card title="Get help from SourceMedium" href="/product-tours/get-support">
    Track support requests and read replies without leaving your workspace.
  </Card>
</Columns>

## Reference

Check role capabilities and connection status definitions.

<Columns cols={2}>
  <Card title="Roles & permissions" href="/product-tours/roles-and-permissions">
    Compare what Admins, Editors, and Viewers can do.
  </Card>

  <Card title="Connection statuses" href="/product-tours/connection-statuses">
    Understand each data source status and the next action.
  </Card>
</Columns>