Getting started

Before you begin

• An active account for your organisation’s workspace and its sign-in link.

Step by step

1. 01

   Open the supplied link and sign in with the method provided by your organisation.

2. 02

   Check the customer, company and department. With one company its name is fixed; with several authorised companies, use Change company when you want to switch.

3. 03

   As a Requester, use My requests and New request. Authorised operators find Tickets, boards, projects, Planning and Time in the side menu.

4. 04

   At the bottom of the side menu, press the button with your avatar or initials and name to open the floating personal preferences menu. When the button has keyboard focus, you can also open it with Enter or Space.

5. 05

   Open Language, Theme, List density or Locale preferences by clicking, or press Enter or Space on the focused item. On a computer, options appear beside the menu: choose another item to switch groups. On narrow screens, first use Back to account menu.

6. 06

   Agent profile opens a separate page and appears only when you are authorised. Use the personal menu items for language, theme and locale preferences.

7. 07

   Close Preferences with Esc first; if a child panel is open, press Esc twice. Then use Hide menu to make more room and Open menu to bring navigation back. To leave your account, choose Sign out in the personal menu.

The result to check

You know where to work, which company is active and where to find your personal preferences.

Limits and considerations

• The department filter does not change the company. Another customer’s link grants no access.
• Features depend on your role and active modules; personal preferences do not change these permissions.

Continue with related guides