Your first day

A short, role-based checklist to get productive quickly. Pick the section that matches you.

If you just created the organization (the first admin)

When you sign up from the marketing site, ActionConnect provisions your tenant and seeds sensible defaults. As the admin user created during provisioning, your first steps are:

1. Sign in at {your-org}.actionconnect.com.
2. Review the seeded statuses and priorities, then adjust them in Settings to match your process.
3. Invite your team and assign roles — see Users & roles.
4. Set your branding (logo, colors, portal copy) — see Branding.
5. Define your SLA policies and business hours — see SLAs.
6. Confirm your support email address so email-to-ticket works — see Email.
7. Decide how your team signs in — keep email + password, or connect Tenant SSO and optionally directory sync.
8. Explore the sample project that was seeded for you; it already has default views you can clone.

If you are a new agent

1. Accept your invitation and sign in to the tenant app.
2. Open My Work to see everything assigned to you across projects and the ticket queue.
3. Learn the ticket workflow in Tickets: pick up a ticket, reply, change status and priority, and use canned responses.
4. Open a project and try switching Views — List, Board, Timeline, Calendar.
5. If your team runs agile, read Sprints & agile.
6. Track effort with Time tracking.
7. Set your notification preferences and learn global search for fast lookups across tickets, tasks, and KB.

If you are an end-user (customer)

1. Open your organization's portal link (or click a magic link from an email).
2. Submit a request using the intake form, or track existing requests.
3. Browse published knowledge-base articles for self-service answers.

See the full Customer portal guide.

If you are ActionConnect platform staff

1. Sign in to the platform admin console with your SSO credentials (admin role required).
2. Use Tenant management to list, search, create, suspend, or de-provision organizations.
3. Manage plans and billing.
4. Review the audit log and use time-boxed impersonation only when supporting a customer.