Getting Started

Welcome! This page walks you through your first sign-in: logging in, choosing a work space, and finding your way around the main screen. It takes about five minutes.

Signing in

Open the address your administrator gave you. You will land on the sign-in page.
Enter your username (usually your email address) and your password.
Click Sign in.

Sign-in page — The sign-in page. Enter your username and password here.

Note

If the sign-in fails, you will always see the same general message. For security reasons the system never says whether it was the username or the password that was wrong.

Warning

Repeated failed attempts temporarily lock the account. If you think your account is locked, wait a little while and try again, or contact your administrator.

Choosing a space

A space is a separate work area with its own contacts, settings, and dashboards. Many people belong to just one space; some belong to several (for example, two branches of the same organization).

If you belong to one space, you are taken straight to your dashboard.
If you belong to several spaces, you will see a chooser page listing them. Click the space you want to work in.
If you have set a default space, it is selected for you automatically and the chooser is skipped.

You can switch spaces at any time with the space switcher in the top bar. Switching shows that space's records only — spaces never mix. Use Set as default in the switcher to make your current space the one you land in after sign-in.

Finding your way around

Once signed in, you land on your dashboard. The screen has a few fixed areas:

Area	Where	What it is for
Sidebar	Left	Your lists and views, for example All Contacts or People. Click an entry to open that list.
Global search	Top bar	Search everything at once. Press `Ctrl+K` (or `Cmd+K` on a Mac) to jump to it.
Space switcher	Top bar	Shows the space you are in; click to switch or set a default.
Notification bell	Top bar	Unread notifications; click to open your inbox.
User menu	Top right	Your profile, Settings hub, notification preferences, and Log out.
Version badge	Header	The version of the app you are running. Handy when reporting an issue.

Dashboard after signing in — The main screen: sidebar on the left, search and user menu in the top bar.

On a phone or a narrow window, the sidebar folds away. Tap the menu button in the top bar to open and close it.

Tip

The Docs entry in the navigation opens this help center from anywhere in the app. You are reading it right now.

Your password and security

You can change your password from Your Account.
Some sensitive actions (like deleting records or changing important settings) ask you to re-enter your password once before continuing. The prompt has a show/hide toggle so you can check what you typed.
If you are inactive for a while, your session expires and you are returned to the sign-in page. Nothing is lost that you had already saved.

Where to go next

Your Dashboard — what the widgets on your home screen mean.
Working with Lists — sorting, columns, paging, and exporting.
Filtering & Searching — find exactly the records you need.
Adding & Editing Records — create records and save changes safely.