> ## Documentation Index
> Fetch the complete documentation index at: https://docs.homecarehq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Get started

> Create your agency, invite your team, and ask your first question in a few minutes.

This guide takes you from a fresh account to your first grounded answer.

<Steps>
  <Step title="Create your account">
    Sign up with your work email and a password. You'll be signed in automatically and taken
    to onboarding.
  </Step>

  <Step title="Set up your agency">
    On the onboarding screen, search for your agency to create your organization. HomecareHQ
    enriches your profile from public sources (your website and business listing) so you start
    with useful context, not a blank slate.
  </Step>

  <Step title="Invite your team">
    Go to **Admin Settings → Team** and invite owners, admins, and managers by email. Each
    person gets a secure invite link to join your organization.

    <Tip>
      Roles control what each person can do. Owners and admins manage settings and documents;
      managers get read and review surfaces; members consume knowledge through AskHQ chat.
    </Tip>
  </Step>

  <Step title="Add your operating documents">
    Go to **Admin Settings → Documents** and upload the materials you want AskHQ to answer
    from — employee handbooks, policies, SOPs, and procedures. See
    [Source documents](/guides/askhq/source-documents).
  </Step>

  <Step title="Ask your first question">
    Open **Ask HQ** and ask something your documents can answer, like *"What's our PTO accrual
    policy?"* You'll get an answer with a **Sources** citation showing where it came from.
  </Step>

  <Step title="(Optional) Connect a business system">
    To ask about live financial or workforce data, connect a system from
    **Admin Settings → Integrations**. See [Connecting your systems](/integrations/overview).
  </Step>
</Steps>

## Who sees what

<CardGroup cols={2}>
  <Card title="Owners & admins" icon="user-gear">
    Full access — manage the organization, team, documents, and integrations.
  </Card>

  <Card title="Managers" icon="user-check">
    Read and review surfaces; can use AskHQ and dashboards.
  </Card>

  <Card title="Members" icon="user">
    Use AskHQ chat and view shared dashboards; no admin settings.
  </Card>

  <Card title="Caregivers" icon="hand-holding-heart">
    Limited chat participants, scoped to what they're allowed to see.
  </Card>
</CardGroup>