Getting Started

Getting Started with Octayne PSA

This guide walks you through creating your account, joining your organization, and finding your way around the platform.

Creating Your Account

1. Navigate to the Octayne login page.
2. Click Sign Up.
3. Enter your Email and create a Password.
4. Click Create Account.
5. Check your inbox for a confirmation email and click the verification link to activate your account.

[Screenshot: Sign-up form with email and password fields]

Tip: If you don't see the confirmation email, check your spam or junk folder.

Accessing Your Organization

After verifying your email, you will be directed to the welcome screen.

1. Enter your First Name and Last Name.
2. Select your Organization from the dropdown list.
3. Click Continue to enter the platform.

[Screenshot: Welcome screen with name fields and organization selector]

Note: If your organization is not listed, contact your administrator to ensure you have been invited.

Navigating the Platform

The left sidebar is your primary navigation. It is organized into two groups:

Workspace

Platform

[Screenshot: Sidebar navigation showing Workspace and Platform groups]

Using the Command Palette Search

The command palette gives you quick access to any page, project, or client without navigating through menus.

1. Press Ctrl+K (Windows) or Cmd+K (Mac) to open the command palette.
2. Start typing the name of the page, project, client, or action you are looking for.
3. Select the matching result from the list to navigate directly to it.

[Screenshot: Command palette open with search results displayed]

Tip: The command palette is the fastest way to move around the platform. Use it to jump to a specific project or client in seconds.