Find the right guide
Use these guides to understand what a setting changes, what remains private, and when a change becomes visible to other people.
- Understand workspaces and status labels before making your first change.
- Open the Website Builder guide to create and edit pages.
- Follow the website migration guide to recreate an existing site in Workganic.
- Review publishing statuses when you need to distinguish a draft, test view, and published page.
Browse by work area
- Your first day and privacy boundaries
- Dashboard and CRM
- Phone, Schedule, and Mail
- Files and Client Portal
- Marketing Dashboard and Prospect Research
- Batch, Print, and Books
- TeamChat and Settings
- Search Documentation, Troubleshooting, and the Public Content Safety Checklist
- Website Migration Acceptance Checklist
How these instructions are written
Each procedure names the visible control to use, the expected result, and a verification step. Exact labels appear in bold so they are easy to find on screen.
Work in a draft until the page, forms, links, search details, and mobile layout have been reviewed. Publishing is a separate step.
Before you begin
Confirm that you are in the intended Workganic workspace and that your role permits the change. Use synthetic information while learning or preparing a reusable example. Do not copy client, applicant, policy, health, payment, or other private information into a public web page.
Need help
If the screen does not match a guide, stop before publishing and use Workganic Support. Include the guide title, the visible status, and the step where the result differed. Do not include passwords or private client information.