In two lines: as soon as you create your workspace, MB Suite shows a First steps guide on the home screen. Follow its steps in order and in a few minutes you'll be looking at the real data from your platforms.

Where do I start?

When you enter for the first time, the First steps guide appears at the top of the home screen, with a progress bar and the count of completed steps. It's the recommended path: each step takes you right to the screen where the action happens.

You don't have to complete it all in one go. The guide remembers where you left off and picks it back up on its own. If you'd rather close it, use Hide guide; you can reopen it later.

The steps follow a deliberate order: first you bring in the data, then you build the view and add your clients.

What are the steps?

For an agency workspace, the guide has four steps:

Connect an integration. Click Connect to link Google Ads, Meta Ads or another platform. It's first because without a connected source there's no data to show. See Integrations: what you can connect and how they work.
Select the data source. With the platform connected, click Select and choose which ad accounts or properties you want to monitor. See Assign each account's data sources.
See your first dashboard. When you pick your sources, MB Suite generates a first dashboard automatically. Open it with Go to Dashboards to see it with your data. See Create a dashboard.
Create your first account. If you're an agency, add a client account with Create account to start managing their campaigns and reports. See Create your first client account.

If your workspace isn't an agency, the guide shows the first three steps: creating client accounts applies only to agency workspaces.

What about the timezone and currency?

Right after creating the workspace, MB Suite asks you to choose your timezone. It's a quick but important step: it defines how dates are grouped in your reports, dashboards and campaign pacing. The base currency stays in US dollars (USD).

If you skipped it or want to change it, the timezone can be adjusted afterward from the workspace settings.

A misconfigured timezone makes the "per day" data shift by one day. If later on you see numbers that don't match the ones in the original platform, check this setting first.

How do I make the workspace look like my brand?

If you work with clients or external providers, or you're going to use the Social module, it's worth setting up your brand early: your logo and colors make the platform and the client portal look like yours, not like MB Suite. It's not one of the guide's numbered steps, but it's one of the first things worth doing.

From the home screen, open the Set up Branding card (or Manage Branding, if you already started it). There you upload your logo, your colors and the rest of your identity.

See Set up Branding and Where your branding appears.

I finished the guide and don't know what's next?

When you complete the steps, the guide is marked as done and your workspace is set up. From there, the natural next moves are:

Add members and invite your team — see Invite and manage your team.
Connect the rest of your platforms — see Assign each account's data sources.

By using MB Suite you accept the Terms and Conditions, which hold the current conditions of use, plans and billing.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it directly about what you see on screen.

First steps after creating your workspace