1
Open the login page
Enter your email address and password, or use Microsoft sign-in if your organization has that option enabled.
Getting Started
Get oriented before you begin working in the platform.
This guide introduces the login flow, main navigation, tenant context, and the best first actions for a new user.
What You’ll Learn
- How to sign in and complete access setup
- How to read the main sidebar
- How tenant context affects what you see
- Which product areas to visit first
Sign In
Users typically enter through the login screen and authenticate with email and password or Microsoft sign-in, depending on how the tenant is configured.
2
Complete two-factor authentication if required
Some tenants require two-factor authentication setup during the first login and a code during future sign-ins.
3
Land on your default page
After authentication, users are usually routed to the dashboard or, for admins, an administrative landing view.
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Recommended capture: Login screen
Use a clean sign-in state that shows the standard fields and the Microsoft sign-in option if it is available.
Tenants and Permissions
The platform is multi-tenant. Users may work at a root, tenant, or sub-tenant level, and that context can change the data and actions available on each screen.
- Expect the current tenant or hierarchy level to shape visible data.
- Admin users may have broader visibility and management actions.
- Some teams can access child organizations or switch context more broadly than others.
Recommended First Steps
For most new users, this sequence provides the fastest orientation.
1
Review the dashboard
Use the dashboard to understand the overall environment and where the highest-priority issues are likely to appear.
2
Confirm integrations
Make sure the source systems your workflows and reports depend on are connected and healthy.
3
Visit analytics or workflows based on role
Reporting users often move into dashboards and reports, while operators usually go into workflows and alerting.