For guide authors

Workspace, team and theme

Everything here is under Settings in the dashboard sidebar.

Appearance

Guides use your workspace theme so they match your app:

Setting Used for
Primary color Buttons, highlight outline, hotspot dots, checklist launcher and progress, banner background
Text color Text in tooltips, modals and the checklist
Background Tooltips, modals and the checklist panel
Corner radius Rounding of cards and buttons (0–24 px)
Font Font family, e.g. Inter, sans-serif. inherit uses the system font. The font must already be loaded by your app.

The preview card shows the result. Changes apply on the next page load once saved.

Team

Members can edit every guide in the workspace. There are two roles:

Role Can
Editor Create, edit, publish and delete guides; see analytics, users and the install page.
Owner Everything an editor can, plus manage members, see and rotate keys, and delete the workspace.

To add someone, they first need an account (they sign up themselves); then an owner adds them by email under Team. A workspace always keeps at least one owner.

Keys

Key Where it goes If you rotate it
Public key In the snippet on your site (data-key). Not secret. Guides stop loading until the snippet uses the new key.
Secret key Only on your server, for identity verification. Owners only. Never put it in browser code. Users stop loading guides until your server signs with the new key, if verification is required.

Require identity verification

When ticked, the server rejects users whose identity isn't signed with the secret key. Turn it on only after your developers have shipped identity verification; otherwise identified users stop seeing guides.

Delete the workspace

Delete workspace removes every guide, user, event and member of the workspace. Type the workspace name to confirm. This can't be undone.