Guides overview
Use these guides in roughly this order as you roll out Prego in your organization.
Recommended path
Platform setup
- Authentication — How people sign in and stay secure.
- Tenant onboarding — Standing up your workspace and first checks.
- Billing — Plans, payments, and who can manage them.
- Users & access — Invites, roles, and who sees what.
Day-to-day product (by role)
- Finance & accounting — Ledgers, invoices, reporting (as enabled).
- HR & people — Employees, attendance, leave (as enabled).
- Sales & CRM — Pipeline and customers (as enabled).
- Operations & inventory — Stock and purchasing (as enabled).
Automation & technical
- Autopilot — Scheduled and on-demand AI over your Knowledge docs.
- Integrations — APIs, SDK, and MCP Hub at a glance.
- Data & privacy — Where data lives and how to read our policies.
Quick links
| Need | Guide |
|---|---|
| First login / SSO | Authentication |
| New company or site | Tenant onboarding |
| Invoices / seats | Billing |
| Invite colleagues | Users & access |
| Accounting / books | Finance & accounting |
| HR / attendance | HR & people |
| CRM / pipeline | Sales & CRM |
| Stock / buying | Operations & inventory |
| Automate AI reports | Autopilot |
| Developers / tools | Integrations |
| Legal & compliance | Data & privacy |
Reference elsewhere
- API overview and My AI API for HTTP details.
- MCP Hub overview for connecting assistants.
- Resources overview, FAQ, and Glossary for quick answers and shared terms.
- Community & support for GitHub, status, and how to contribute to these docs.