Workspace onboarding
Use this walkthrough the first time you sign in or when your responsibilities change.
Sign in with your assigned account
Open the workspace URL supplied by your organization and use your individual account. Do not share a staff login.
Verify your identity and organization
Check the account menu and the organization or club shown in the workspace. Stop if the workspace displays an organization you should not access.
Review your available navigation
Navigation reflects your role. Note the areas available to you and compare them with the responsibilities assigned by your manager.
Confirm your default club
If you can access multiple clubs, select the location where you will work most often. Recheck the selected club before updating a record.
Complete a read-only orientation
Open the areas you will use and identify where to find members, leads, tickets, and communications. Avoid creating or editing records until your manager has confirmed the expected workflow.
Missing navigation usually indicates a role or club-access difference. Ask an administrator to confirm your assignment before reporting a product defect.
If you cannot sign in
Follow the account access checklist.