Cutover

Basic guide for all users to help you get started with Cutover platform

Quick Start Guide (PDF)

How to guide and template for task upload

Task Upload Template Guide

How to request a new Custom Field for your Workspaces

Request a new Custom Field

User Reference Guide: Task Executor

Best practises on creating your first few runbooks in the Cutover platform

Runbook Best Practice Guide

Ellen Wang

Reference guides

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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