Overview
Sign in, understand your workspace, and complete the essential first-time setup.
Prerequisites and access
Use an active account whose role and plan include this feature. Options not allowed by the role or plan are not displayed.
Steps
- Open the admin login page and sign in with your assigned account.
- Confirm the workshop name and branding, then review your profile.
- Use the sidebar groups to open CRM, Care, Reporting, Scheduler, and Administration.
Expected result
The change is stored in the active workshop and becomes visible only to authorized users.
Edge cases
- Confirm the active workshop before changing data.
- Do not create duplicates when the record already exists.
- Features can be hidden when the plan, configuration, or permissions do not enable them.
Troubleshooting
Refresh the page, clear filters, verify role and plan access, then contact a superadmin with the time, workshop, and exact error message.