Quick Start

Get up and running with Sitemarks in under five minutes.

Welcome to Sitemarks — the visual feedback and annotation platform that helps teams review websites, images, PDFs, and videos in one place. This guide walks you through the essentials so you can start collecting feedback in minutes.

What you'll need

An email address (or a Google/GitHub account) and a modern browser. That's it.

Overview

Here is what we will cover:

  1. Create your account
  2. Set up your organization
  3. Explore the dashboard
  4. Create your first project

Create your account

Head to sitemarks.ai/sign-up and choose one of three sign-up methods:

  • Email and password — enter your details and verify your email.
  • Google OAuth — sign in with your Google account in one click.
  • GitHub OAuth — great for developer-heavy teams.
Sitemarks sign-up page showing email, Google, and GitHub options
Choose your preferred sign-up method.

For the full details on account creation, password requirements, and two-factor authentication, see the Creating an Account guide.

Set up your organization

After signing up you will land on the organization setup screen. Every Sitemarks account belongs to at least one organization, which is the top-level container for all your team's work.

Give your organization a name — typically your company or team name — and invite collaborators if you are ready. You can always add members later from the Settings page.

Free tier included

The free plan gives you up to 3 projects, 2 team members, and 1 GB of storage. Upgrade to Pro or Enterprise whenever you need more.

Explore the dashboard

Once your organization is set up, you will arrive at the dashboard. This is your home base — it gives you a high-level view of recent activity, open annotations, and quick links to your projects.

Sitemarks dashboard showing recent activity and project summary
The dashboard provides a snapshot of your team's activity.

Take a moment to look around. The sidebar on the left gives you access to:

  • Projects — where your markups live, organized into workspaces.
  • Settings — manage your organization, members, billing, and integrations.
  • Notifications — stay on top of comments and status changes.

Create your first project

Navigate to the Projects page from the sidebar. Projects are grouped inside workspaces, which let you organize work by client, department, or however your team thinks.

Projects list page showing workspaces and project cards
Projects are organized within workspaces.

Click New Project, give it a name, and choose a workspace (or create one on the fly). Once the project exists you can start adding markups — upload a screenshot, paste a URL, drag in a PDF, or add a video.

For a deeper walkthrough of the project hierarchy and markup types, head to Your First Project.

Next steps

You are all set with the basics. Here are a few things to explore next:

If you run into any issues, reach out to our support team at support@sitemarks.ai. We are happy to help.