Opening the in-product guides for onboarding, workflow decisions, and surface ownership.
Preparing the product guides and role-based operating paths.
Use this guide when you are new to the platform or when you need a clean, reliable first path through the product.
If you are unsure where to begin, keep it simple: confirm scope in Settings when needed, open Dashboard, run the guided scan, and review the saved result in Reports.
A few checks up front will make the first run and the first review much smoother.
Follow this order when you want one dependable path through the product.
If you are supporting someone less familiar with the platform, start them on the page that matches their job.
Not every session starts with a fresh run. Use these shortcuts when the work already exists.
A lot of confusion goes away once you know what the handoff between pages should feel like.
These are the habits that make first use feel harder than it needs to.