Account management
Find out about the different settings that can be applied to your account, team and individual users
33 articles
Getting started
Get started quickly with Turtl basics.
Setting up your Turtl account for successIf you’re responsible for rolling out Turtl in your organisation, this guide is for you.
Adding users to Turtl
Add team members to your Turtl workspace and manage permissions.
How to log in to TurtlHow do I log in to Turtl and how to reset a password
User profileManage your personal details, notifications and password
Adding, removing, and editing user rolesFind out how to add new users and remove or edit existing users of your Team Turtl account
Getting familiar with Turtl
Get to know the Turtl platform, its features, and how to navigate it.
Using Turtl: Your 101Find out all you need to know
Turtl TrainingWatch our training session to learn Turtl basics or book a 1-2-1 workshop
Home PageGetting to what you need as quickly as possible
Turtl GlossaryA feature and terminology guide for all things Turtl
How Turtl stores personal data: what, where, and when?Overview of Turtl’s data security, privacy policies, and GDPR law, ensuring personal information (PII) is handled with best practices.
Content HubCentralizing content and improving SEO are crucial for any content marketing team in today’s digital age.
Hatch, your Revenue AI AgentGetting started with Hatch AI
Account setup basics
Learn how to configure your Turtl account and user roles effectively.
How to set up and customize your privacy and terms in TurtlSet your own Privacy Policy, Cookie Policy and Terms and Conditions in Turtl
How to set up a custom domain for TurtlFind out how to customise your Turtl domain by using CNAMEs
How to change your password and login lockout policiesYou can tailor your password policies to better align with your security needs and compliance standards.
Using tags to organize your contentOrganize your Turtl Docs with use cases, topics, and labels.
Setting up default user roles and permissionsMake adding new users a breeze by setting default license type, additional permissions, and Workspace roles
Managing Teams in Turtl: understanding roles, settings, and functionsFind out more about what the term entails
How to remove social sharing options to enhance your privacyThis article explains how to remove social sharing icons in Turtl to enhance your privacy
Whitelisting Turtl domainsWhitelisting Turtl in your CRM, form provider, or security settings
Setting up your brand theme
Customize Turtl Docs to reflect your brand identity.
Brands in TurtlWhat are Brands, the difference between Standard and Custom Brands and how to tweak them
Brand CenterLearn how to use the Turtl Brand Center, which allows you to apply your brand visuals to all the content you create within Turtl
Workspaces
Organize Docs and users within workspaces.
Creating a WorkspaceOrganizing your content and controlling access permissions
Organizing your WorkspacesDeciding how to segment your content
Managing your WorkspacesLearn how to edit Workspace details, and manage members.
Deleting a WorkspaceChanged your mind? Learn how to remove a workspace
Favoriting WorkspacesHow to add workspaces to your favorites for faster access
Workspaces walkthrough on videoDive into this video to learn how to structure your Docs for organizational purposes with Workspaces.
Account setup for multi-contract teams
Learn how to set up your Team's discoverability
Team sign-up modeLearn how to set up your Team's discoverability