Help center

Getting started

Set up your workspace and publish your first SOP.

  1. What is SOPCompass?A plain overview of what SOPCompass does, who it is for and how the pieces fit together.
  2. Start a free trial and choose a planPick Team or Business, monthly or yearly, finish on Whop's secure checkout and sign in from the emailed link.
  3. Signing in to SOPCompassThe three ways to sign in, how invitation links work, and what to do if you forget your password or see "No workspace yet".
  4. A tour of your first workspaceA walk around the SOPCompass app so you know where everything lives before you start writing.
  5. Pillars and departments explainedHow pillars decide where an SOP lives, how departments decide who sees it first, and why both are fixed.
  6. Invite your teamOwners and admins invite people from the People page. Each person gets an emailed link that signs them in and adds them to the workspace.
  7. Roles and permissionsA role-by-role list of what each person can see and do in a SOPCompass workspace.
  8. Create your first SOPSix ways to get a procedure into SOPCompass, with the steps for each and advice on which to pick.
  9. Publish and assign your first SOPA saved SOP is visible to your workspace right away. Assigning it is how you make sure the right people actually read it.
  10. Reading an SOPThe reader is built for doing the work, not just reading. Here is everything it does.
  11. Ask questions about your SOPsAsk answers from the SOPs you can open, cites where each part came from, and says so when your SOPs do not cover something.
  12. Get your team using SOPCompassA rollout checklist that uses the features built for getting SOPs read, not just written.
  13. Use SOPCompass on your phoneHow to install the SOPCompass app on your phone's home screen and what works well on a small screen.