Getting Started
Workspace setup, onboarding, and first-week guidance.
How-to guides 7
- First-week setup checklistUse this checklist to finish the first workspace setup pass and help the team start cleanly.
- Invite team membersInvite teammates from the Members page in Settings and give each person the right access level.
- Manage notificationsReview notifications, mark updates as read, and adjust personal notification preferences.
- Search across your workspaceUse global search to find records across modules, and use Help search when you need product guidance.
- Set up your workspaceConfirm organization settings, core modules, and starter records before day-to-day work begins.
- Set up your workspace with Guided SetupThe Getting Started flow walks you through importing your data, inviting your team, and connecting your tools — and you can leave and resume any time.
- Work with external usersUse external organizations to collaborate with partners while keeping access scoped.
Concepts 6
- Find pages in ScramblUse the sidebar section and exact page label to distinguish personal pages, workspace modules, and manager or finance surfaces.
- Navigate ScramblLearn how organization navigation, modules, settings, search, and record pages fit together.
- Understand plan availability badgesLearn what All plans, Pro, Business, and unavailable plan badges mean in Help Center articles.
- Understand roles and permissionsLearn how roles, access levels, and least-access setup affect what teammates can see and do.
- Use favorites and recent itemsUse favorites and recent items as shortcuts back to the records you open most often.
- Your Today pageToday is your daily briefing: a greeting with at-a-glance stats and a customizable grid of widgets that summarize your whole workspace.