First Steps

After logging in, you’ll see your tenant overview. The left sidebar gives you access to all modules: people, roles, value streams, org charts, and more.

1. Create your first persons

Choose “Persons” in the sidebar and click the primary “New Person” button. Only name and email are mandatory — fill in the rest later. You can optionally assign a Customer ID for internal references.

2. Define roles

In the “Roles” module you model who does what in your organization. A role is typically performed by a person — this link is a relationship.

3. Release changes

By default, changes go into a draft before being published — that way nobody sees half-baked state.

4. Understand visibility

Not everyone sees everything. Who sees what is controlled by visibility.

If a term feels foreign, check the Glossary.