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Getting started

Already have access? Here's the fastest way to get up and running.

Step 1 — Get access

Step 2 — Open the app

Open the app and make sure you hit the home screen — no errors, no re-login prompts.

Step 3 — Check your workspace

If you're in more than one org, or just got invited, double-check you're in the right place with Check your organization.

Step 4 — Run your first workflow

From the home screen, tap Start Walkthrough if you see it. Otherwise open the nav menu and jump into whatever workflow your team is using.

Step 5 — Bring the rest of the team

If you manage the workspace, send invites once your access is good. Use Invite a teammate.

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