Getting Started

Start here: understand your workspace

Learn how the dashboard, navigation, notifications, and role-based tools work together.

Your workspace at a glance

The dashboard is your starting point. It highlights work requiring attention, recent changes, progress, and upcoming dates. The sidepanel is intentionally role-based, so you see the tools relevant to your responsibilities.

A reliable daily routine

  1. Review the Requires attention cards.
  2. Check notifications for messages, approvals, and payment updates.
  3. Open the project, program, or invoice related to the update.
  4. Use the calendar to confirm deadlines and meetings.

Finding something that is not in the sidepanel

Open the grouped workspace area most closely related to the task. Public services and company information remain available under Browse public site.
Tip: complete the setup checklist first. It adapts to your role and removes completed steps automatically.

Last updated 10 August 2026

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