Getting Started
This guide walks you through creating your account, understanding the dashboard, and building your first demo.
Creating an account
Your workspace admin will invite you by email. Click the link in the invitation email to set your password and access your workspace.
If you're setting up Preface for the first time, contact your administrator to create the initial workspace and invite your team.
A screenshot of the sign-in screen will go here.
The dashboard
Once you're signed in, you'll land on the Demos dashboard. This is your home base — it lists all the demos in your workspace.
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From the dashboard you can:
- Create a new demo using the button in the top right
- Search your demos by title
- Open any demo to view or edit it
- See at a glance how many steps and leads each demo has
Creating your first demo
- Click New demo in the top-right corner
- Give your demo a title — this is for internal reference and is also shown in the player
- Click Create
You'll be taken straight into the demo editor, ready to start adding steps.
Keep demo titles descriptive so your team can find them easily. For example: "Onboarding — Data Import Flow" rather than "Demo 1".
The demo editor
The editor has three main panels:
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| Panel | Description |
|---|---|
| Left — Step list | Thumbnail view of all steps in order. Click a step to select it, drag to reorder. |
| Centre — Canvas | The active step's screenshot with all annotations visible. |
| Right — Voiceover & Annotations | Write voiceover scripts, generate audio, and edit selected annotations. |
Toolbar
At the top of the editor you'll find:
- Steps — returns you to the step editor (if you navigated away)
- Preview — opens the demo in the player so you can see exactly what your viewers will see
- Settings — configure branding, gate, completion screen, and more
- Publish / Unpublish — control whether your demo is publicly accessible
What's next?
Now that you know your way around, it's time to add some content. Head to Steps to learn how to add and manage your demo's screens.