Confirm your workspace
After signing in, confirm the agency name shown in Workganic. If you belong to more than one workspace, select the one you intend to use before opening a record or changing a setting.
Set your own preferences
Open Settings, then My Account. Review your displayed name, time zone, and notification preferences. Save one related group of changes, reopen the section, and confirm that the saved values are still shown.
Learn the main app bar
The main app bar opens Dashboard, CRM, Phone, Schedule, Mail, Files, Books, Marketing, Batch, Print, TeamChat, and Settings. The apps available to you depend on your role and workspace configuration.
Practice safely
Use an approved synthetic record when learning. Never use a real client, applicant, policy, health, payment, message, call, or document as sample information.
- Open an app from the main app bar.
- Confirm the workspace again.
- Find a record without changing it.
- Open the relevant guide before making a live change.
Know when to stop
Stop if the workspace is uncertain, a control is missing, a status differs from the guide, or you are unsure whether an action sends, publishes, approves, pays, removes, or shares information.