# Your First Day in Workganic

Learn the workspace, set your profile, find the main apps, and practice without changing live customer work.

Reviewed 2026-09-02

## 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.

1. Open an app from the main app bar.
2. Confirm the workspace again.
3. Find a record without changing it.
4. 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.