Getting started

Get started with your workspace

Find your work, understand access, and choose where to begin.

User guide · 2 min read

Before you begin

Have your workspace invitation and the account your organization invited. Your administrator controls which modules and records you can use.

Sign in to your organization’s workspace using your account or invitation.
Start at the dashboard to review the work and indicators available to your role.
Use the sidebar to open a module. Its overview summarizes activity; its lists open individual records.
If a module or action is missing, ask your administrator to check both module availability and your role permissions.

Concept	What to know
Overview	A summary of a module. Check its selected period and filters before interpreting totals.
Record	An individual employee, project, request, or transaction. Open it to see details and available actions.
Role and scope	Your role controls actions; your scope determines which records you can see. A job title alone does not grant access.

Ask your administrator to check whether the module is enabled and whether your role grants access.

Clear search and filters, then check the date range. If the record is still missing, confirm your access scope with an administrator.