Section
Using Your App
Guides for the people who use applications built on the platform. White-label friendly — share or rebrand these for your customers.
About this section (for builders)How to reuse these end-user guides under your own brand.Signing in and your accountAccess your workspace, reset a password, and keep your account secure.Administer your tenant accountInvite hosted users, manage external users, DataRoles, locations, User Type menus, and a live account-scoped developer kit.Your inboxWork conversations and optional support tickets from every channel in one place.AI suggestions and approvalsWhat the assistant does, what it never does without you, and how to review its work.Your insights feedWhat the AI has noticed in your data, ranked by priority — and how to keep the feed yours.Records, fields, and searchFind, view, and edit information — and why some fields behave differently.Coordinate work in ActiveWorkplacePin a record, follow its connected work, coordinate participants, and review its history.How everything connectsEvery piece of information is a record, records link across every module, and relationships are always visible from both sides — so you never have to guess what belongs to what.What's New and FavoritesCatch up on changes across any date range, and follow the records you care about.NotificationsWhat the bell counts and how to keep it useful.Back up and download your dataYour data is yours — the account owner can create a complete, verified copy of it at any time. It is never trapped here.