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Complete the workspace setup

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What does this do for me?

The setup page guides you through workspace creation, administrative access, and billing so you can start using bulk operations.

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1. Open the setup page

Navigate to Setup in the app sidebar. The page shows three steps:

• Workspace and administrator — create the workspace and claim the first administrator role.
• Subscription — choose a plan before starting paid bulk operations.
• Create a reviewed change set — import a CSV after workspace access and billing are ready.

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2. Create the workspace

1. On the Setup page, select Create workspace (or Claim admin access if the workspace already exists).
2. The app creates the Getting started project, a disabled starter tag governance playbook, and a disabled starter metafield backfill playbook.

The workspace seed is idempotent — running it again does not create duplicate projects or playbooks.

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3. Choose a plan

1. After the workspace is ready, select Choose a plan.
2. Review the available plans and their limits.
3. Select Start trial on your chosen plan to begin the 14-day trial.
4. You will be redirected to Shopify’s billing confirmation page.

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4. Dismiss the Dashboard checklist (optional)

The Dashboard’s Finish setting up reminder is a separate follow-up checklist from the three Setup-page steps above. It tracks:

• Create a product change set
• Run a change with undo protection
• Enable a recurring playbook

Complete these milestones in order, or dismiss the reminder:

1. On the Dashboard, open the setup modal or expand the Finish setting up banner.
2. Select Skip for now.

The skip is saved per installation. If the app is reinstalled, the setup reminder reappears.

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5. Navigate after setup

After setup is complete, you can use the Import CSV button on the Dashboard or the sidebar to create your first change set.