Dashboard

The dashboard is the first page you see after signing in. Headed Welcome, it's a guided activation: an at-a-glance summary of what you still need to do to activate your account and your first project. As you complete an item it disappears, so an empty dashboard means everything is set up.

Activate your account

The dashboard opens on Welcome — Getting started, with the steps that still need attention grouped by section.

1. Sign in. The dashboard opens on the Welcome page.
2. Read the Profile section and click any item still due:

• Complete your first and last name.
• Add your phone number.
• Verify your email address.
• Verify your phone number.

1. Complete the item in the panel that opens, then close it.

Once every Profile item is done, click Activate your account at the bottom of the section.

Note — Some items only show when relevant. For example, the phone-verification step appears only after you've added a phone number.

Note — Clicking an item doesn't leave the dashboard: the page it needs opens in a panel that slides in from the right, headed with the item's own wording. Close it — with ✕, by clicking the greyed-out area beside it, or by pressing Esc — and the dashboard behind reloads, so the item you just completed drops off the list. Use View full page at the bottom of the panel to work on the whole screen instead.

Create your first project

When you don't have a project yet, a dedicated card invites you to create one.

1. On the dashboard, find the **No project / Create a project to start using

our services** card.

1. Click Create a project. The creation form opens in a panel.
2. Fill it in, click Save, then close the panel.

The dashboard reloads with the Project activation section, which carries its own steps — Add a name to your project, Add a description to your project, then Activate your project. Those two open the project settings in a panel, the same way the Profile items do.

Note — This card is about projects you don't have, not projects you can't see. It appears only when you have neither created a project nor been added to one; if someone invited you to theirs, you already have a project and the card stays away.

Accept a project invitation

When someone invites you to a project, an invitation card appears at the top of your dashboard.

1. Open the dashboard.
2. On the A project has been shared with you card, click View the invitation. The invitation opens in a panel.
3. Review the Project name and the Invitation sent by line, then click Accept the invitation — or Refuse to decline it.
4. Close the panel.

The dashboard reloads without the invitation card. If you accepted, you're a member and the project appears in your project switcher.