> For the complete documentation index, see [llms.txt](https://docs.coda.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coda.co/coda-portal/introduction-to-coda-portal.md).

# Introduction to Coda Portal

Coda Portal is your single access point to onboard, test integrations, manage agreements, and run operations across payments, distribution, and D2C commerce – making it easy to stay in control and keep things moving.

Get started fast with guided onboarding – from setup to signing. Then manage products, promotions, and payments with confidence. Coda Portal puts everything in one secure, easy-to-use platform, so you stay in control from day one.

To get started, visit [Coda Portal here](https://portal.coda.co/signup).

### With Coda Portal, you can:

* **Complete onboarding seamlessly**, including reviewing agreements, signing contracts, and setting up your organization profile.
* **Access and manage agreements** at any time, with full visibility into contract terms, statuses, and renewal timelines.
* **Testing** Coda’s solutions using our sandbox tools for ensuring thorough testing 
* **Monitor performance in real-time**, including sales, transactions, and retention metrics — segmented by country, product, or partner.
* **Manage products and offers**, from creating SKUs to setting up promotions and localized pricing.
* **Oversee payments and payouts**, with clear reporting and reconciliation tools to stay compliant and organized.
* Gain **data-driven insights** with dashboards covering conversion funnels, payer behavior, and market performance.

### This document walks you through how to:

* **Navigate the Portal** and complete your organization’s onboarding steps.
* **Review and sign agreements digitally**, ensuring compliance and readiness to launch.
* **Manage SKUs and offers** to keep your product catalog current.
* **Track performance and analytics** to optimize monetization and user engagement.
* **Set up team roles and permissions** for secure collaboration across departments.

### Get started fast in 3 Steps

1. **Onboard and sign** – Review contracts, sign digitally, and set up your organization profile in minutes.
2. **Configure and connect** – Add products, localize offers, and fine-tune payments, reporting, and compliance with full settings access.
3. **Launch and grow** – Go live with Coda’s solutions, then track performance and scale with real-time insights.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.coda.co/coda-portal/introduction-to-coda-portal.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.