Getting started

Access to a workspace is by invitation. Your administrator creates your account and you receive an email with a link to set your password.

1. 1
   Accept your invitation. Open the link in the invitation email, choose a password that meets your workspace's password policy, and click Set password and join.
2. 2
   Sign in. On the sign-in page enter your Workspace name, Email and Password, then Log in. If your organization uses single sign-on, choose Sign in with SSO; if you registered a passkey, choose Login with Passkey.
3. 3
   Complete the second factor. If your workspace requires two-factor authentication you are asked to set it up before continuing: scan the QR code with an authenticator app (or register a passkey) and enter the code. Keep the recovery codes somewhere safe. A sign-in from a new device may also ask you to approve that device from an email link.
4. 4
   Find your way around. The left sidebar starts with Dashboard, then groups the app under Build, Operate, Deploy, Connect and Govern, with Workspace at the bottom. See A tour of the app.
5. 5
   Connect a system. Open Connections and add the credentials for a system you want to use. See Connections.
6. 6
   Build and run a flow. Open Workflows, create a flow or install a template, press Run, and watch each step in Runs. The self-training course walks you through this.