Before you begin
Support answers should point to maintained documentation rather than inventing interface steps.
Recommended workflow
Search the Knowledge Hub and confirm the article matches the installed module and version. Share the relevant article with the user.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
The current website search is ranked document search, not a self-learning or generative AI service.
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