How to use this help center

Updated 10/23/2026

How to use this help center

This knowledge base is the front door to everything about working with us — and it answers the chat widget too.

Finding things

  • Browse by category — every part of the service has a section, from billing to monitoring.
  • Search — the widget in the corner searches all articles instantly.
  • Follow the links — related articles are cross-linked; the FAQ is a good map of the whole set.

What is where

SectionCovers
Getting startedOnboarding, accounts, this page
Billing, TaxInvoices, payments, records
Managed servicesBlock hours and how to spend them
Projects, SchedulingDelivery, approvals, appointments
Support, ChatsTickets, priorities, live chat
Assets & inventory, AcquisitionEquipment, stock, purchases
WorkforceShifts and staffing
Health & monitoringStatus and incidents
CRM & deals, CatalogContacts, opportunities, service list
Beyond the portalMediaManager, bespoke development, managed IT, consulting
Product guidesDeep dives, incl. Training and Community
Product guidesDeep dives on each workspace feature

Every module also has its own Getting started article and a practical usage guide — look inside the section you need.

If an article is missing

Say so in chat or a ticket — "there is no article about X" is a feature request we take seriously. The widget falls back to a ticket automatically, so you never hit a dead end.

Getting started / How to use this help center

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