Getting started

What WorkOS is and how it is organized

An overview of WorkOS before diving into each section in detail.

How to sign in to WorkOS with your email and a code

Sign in with your email and a one-time code, no password needed, and avoid being asked for it every time.

What you see on the Home screen and how to use it

Your day at a glance: today's agenda, new emails, pending tasks and tasks you've already completed.

How to get around WorkOS and use the search

The menu, the header and the global search to quickly reach any task, email, document or contact.

Your user menu: language, switching accounts and logging out

How to change the WorkOS language, switch between accounts if you have several, and log out.

How to use WorkOS on your phone and add it to your home screen

What changes on a phone, how to have WorkOS as an icon, and what permissions it needs to record by voice.