How to Use This Hub
Six simple steps from first look to running your business here.
1. Explore the sample hub
Click around the Dashboard and other pages. Everything marked “Sample Data – For Exploration” is practice information, so nothing you do there can break anything.
Take the Welcome Tour2. Create your account
Sign up with your email or Google. You will get a confirmation email — click the link to finish.
Sign in or sign up3. Set up your company workspace
Enter your company name. This becomes your private workspace — only your company can see what you add.
Open my workspace4. Add your brand
In Setup, add your company name, logo, and colors so the hub feels like yours.
Go to Setup5. Talk with the Actuation Partner
A place to process the problem and get a solution you can actuate. Tell the whole story, then ask for an Actuation Brief when you are ready. Your chats stay private in your account.
Open the Partner6. Run your day
Use Daily Operations, Events, People, Training, Communications, and Reports to keep work moving and see how things are going.
See Daily OperationsHelpful tips
- The menu on the left takes you anywhere. On a phone, tap the menu button at the top.
- “View as” lets you see the sample hub through different people’s eyes.
- Saving a commitment with the Partner always needs your approval.