Backend Getting Started: Sign-in, Organizations, Navigation
End-to-end steps from sign-in to entering an organization workspace
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.
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.
3. Navigation Structure
Home: Personal dashboard, mainly used for organization selectionOrganization: Organization-scoped features (Leads, Chatbot, Indexer, Notifications, Settings)Admin: Platform admin area (Users, Organizations, Notifications, App Config)
4. Common Issues
Clicking an organization card still stays on /dashboard
Usually this means the active organization was not set in 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
Why some pages redirect to sign-in
Your session is expired or missing. Sign in again, then revisit the route.