Sign in & workspace

Create an account

1. Open the app and go to Sign up.
2. Enter name, email, and password.
3. After sign-up you land in onboarding if you do not have a workspace yet.

Log in

1. Open Log in.
2. Enter email and password.
3. You are taken to a workspace you belong to (or onboarding).

Password reset is available from Forgot password on the login screen.

Onboarding (first workspace)

On first use, create a workspace:

1. Choose a name (e.g. “Northwind SaaS”).
2. Confirm the slug (URL path, e.g. northwind).
3. Submit — you become the owner.

Switch workspaces

If you belong to more than one workspace, use the workspace switcher in the sidebar (avatar / name at the top). Selecting another workspace reloads the shell under /{slug}.

Invite teammates

1. Go to Settings → Members.
2. Invite by email and role.
3. They accept via the invitation link and join that workspace.

Owners and admins manage membership; agents and members work tickets without full settings access (exact permissions follow the membership role).