Getting Started
This section covers the three things you need before anything else: what your application actually is, how to get into it, and how to look after your own account.
In This Section
- How Your Application Works Records, fields, list screens, detail screens and modules — the vocabulary the rest of this guide relies on.
- Signing In Passwords, sign-in with Google or Microsoft, magic links, two-factor codes, invitations, forgotten passwords, lockouts and being signed out.
- Your Profile And Account What you can change about yourself, what is set for you, and what is remembered per browser rather than per account.
When To Start Here
Start here when you are asking:
- what is this application, and why does it look nothing like my colleague's other tools
- how do I get in, and why was I refused
- I was sent an invitation — what now
- how do I change my password, my photo or my time zone
- why can I not change the language, or turn off notifications
What You Will Learn
By the end of this section you should be able to sign in unaided, recover from the common sign-in problems without help, keep your own details up to date, and read the rest of this guide without tripping over its vocabulary.