Before you begin
A brief introduction reduces confusion during first use.
Recommended workflow
Send the verified access address and describe the features actually enabled, such as files, updates or supported requests.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Never include an administrator password or another client’s information in onboarding instructions.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team