Set up your first workspace

1. Under Your goal, choose the work you want to make easier: understanding activity, reviewing access, troubleshooting changes or reviewing store activity.
2. Under Your experience, choose Essentials, Operator or Expert and a light or dark appearance. The sample illustrates how the interface changes.
3. Review Your toolkit. Workflow suggestions do not purchase Pro or enable a remote service.
4. At Review & launch, choose whether to keep current collection settings or apply the suggested preset. Read the proposed retention and category changes.
5. Confirm any collection change. If retention becomes shorter, review its separate deletion confirmation. Finish setup with the displayed action.

Choosing a goal personalizes recommendations. Collection changes are a separate choice on the final step. Display detail and appearance do not grant permissions, enable alerts or turn on response policies.

After setup, use Overview for an initial snapshot and Settings → System status to inspect monitoring health.