Getting Started | OnRamp Knowledge Base

Learn the basics, set up your account, and get your first workflow up and running quickly

Welcome & Orientation

A quick introduction to what OnRamp does, who it’s for, and how it fits into your customer success workflow.

Setup & Administration

Guides for setting up your workspace, managing account settings, and inviting and managing users.

User Roles & Permissions

An overview of the different user roles in OnRamp and what each role can access or manage.

Quick Start & Guided Paths

Short, role-based guides that walk you through getting value from OnRamp as quickly as possible.

Common First-Time Questions

Answers to common questions new users have when setting up and using OnRamp for the first time.

Getting Added to a New Project

Navigating the Dashboard