Getting Started
System Requirements
The application runs entirely in a web browser, so there is nothing to install. For the best experience, use a current version of Chrome, Edge, Firefox, or Safari. A stable internet connection is required for uploading and downloading attachments. The application is also accessible on tablets and mobile devices, with a layout that adapts to smaller screens.
Logging In for the First Time
- Open your invitation email and click the activation link.
- Set a password that meets the on-screen complexity requirements.
- Confirm your display name, time zone, and notification preferences.
- Sign in. You will land on your personal Dashboard.
If your organisation uses single sign-on (SSO), you will be redirected to your identity provider on first login and will not need to set a separate password.
Choosing a Project
If you have access to more than one project, you will see a project picker after signing in. Select the project you want to work on. You can switch projects at any time from the project menu in the top navigation bar — your dashboard, RFIs, and reports always reflect the project that is currently active.
Navigation Overview
The main navigation includes:
- Dashboard — your live project overview.
- RFIs — create, view, filter, and manage all requests for information.
- Correspondence — threaded messages and internal notes.
- Files — central document repository for the project.
- Reports — performance insights and exportable reports.
- Settings — your profile, notifications, saved filters, and (for admins) project configuration.
Setting Up Your Profile
Before you start working, take two minutes to set up your profile. Go to Settings, then Profile, and confirm your name, role, company, contact details, and time zone. Then visit Notifications to choose how and when you want to be alerted. A correctly configured profile ensures other users see the right information about you and that you receive timely notifications without being overwhelmed.