Welcome aboard! This short guide walks you through everything you need to do in your first few minutes so you can start working productively right away.
Set up your workspace
After signing in for the first time, you will land on your dashboard. From here you can configure the essentials that the rest of the platform builds on.
- Complete your profile and set a clear display name.
- Pick your timezone so dates and reminders are accurate.
- Add your company logo to brand outgoing documents.
What to do next
Once the basics are in place, explore the navigation menu on the left. Most areas include an in-context help link. When in doubt, search this Knowledge Base from the top bar.