Backend Getting Started: Sign-in, Organizations, Navigation

The fastest path from first sign-in to meaningful work inside an organization workspace

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This guide is the fastest path from first sign-in to meaningful work inside an organization workspace.

What Success Looks Like

By the end of this guide, you should be able to:

  • enter the right organization workspace
  • understand the difference between personal, organization, and admin navigation
  • know where to go next for onboarding, billing, integrations, and runtime operations

1. Sign In

Go to /auth/sign-in and sign in with your account credentials.

After a successful login, you will land on /dashboard (personal home), where organization cards are listed.

Dashboard home with organization cards

2. Enter an Organization Workspace

In Your Organizations, click the target organization card (Open is shown at the bottom-right of each card).

The system sets it as your active organization and redirects to /dashboard/organization.

Organization workspace home

3. Complete A 5-Minute Orientation

Once you are inside /dashboard/organization, use this short path:

  1. open Dashboard to understand workspace health and recent operational activity
  2. open Integrations to verify API, webhook, and runtime surfaces
  3. open Settings to confirm membership, roles, and billing posture
  4. open either Contract Lab, Indexer Lab, or Channel Lab depending on the workflow you own
  5. open Activity, Analytics, or Audit Log if you need operational context before making changes

4. Navigation Structure

  • Home: personal dashboard, mainly used for organization selection and account-level pages
  • Organization: organization-scoped features such as dashboard, analytics, leads, chatbot, activity, notifications, contract lab, indexer lab, channel lab, integrations, settings, and support
  • Admin: platform admin area for users, organizations, notifications, app config, and platform alerts

5. Authentication and Onboarding Routes

Key routes after first visit:

  • /auth/sign-up
  • /auth/sign-in
  • /auth/verify (TOTP)
  • /auth/forgot-password
  • /auth/reset-password
  • /dashboard/onboarding
  • /dashboard/choose-plan
  • /dashboard/organization-invitation/[invitationId]

Detailed flow guide:

6. Common Issues

Clicking an organization card still stays on /dashboard

Usually this means the active organization was not written into session correctly. Refresh and click again. If it still fails, check:

  • Whether your account is a member of that organization
  • Whether browser cookies are blocked for this site
  • Whether onboarding finished and session state has refreshed

Why some pages redirect to sign-in

Your session is expired or missing. Sign in again, then revisit the route.

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