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Documentation Guide

Welcome to our documentation guide! We’re continuously working to improve our documentation experience and welcome your feedback anytime here. We’ve arranged our documentation into the following sections:

  • How to set up: how you enable the Dashboard and install optional features.
  • Account 👤: invite teammates and customize your experience
  • Dashboard Features: where you can learn to use features of the Dashboard.
  • Other Features: we offer other features that exist outside the Dashboard. You will find both technical instructions and use cases within each respective area:
  • Data & Privacy: foundational to our products is your data and how we maintain its safekeeping
  • Help: if Documentation or Search didn’t solve your issue, we have you covered
  • What’s new: a continuous listing of our feature-release notes

If our documentation guide hasn’t lead you to the answer you were looking for, please email us at Thank you!

Last updated: January 01, 2024