Getting started

Create your workspace, sign in, set it up for your country and language, and bring your team in.

• Create your workspaceWalk through the sign up wizard, from choosing your country to the moment your workspace is ready.
• Signing inThe three doors into CommonLynk, and what to do when a password stops working.
• Setting up your workspaceThe five step wizard that runs the first time an administrator opens the dashboard.
• Inviting your teamHow to invite colleagues, what the five standard roles can do, and how to change what a role may reach.
• Working in your languageChoose the language your team works in, add languages for entering content, and translate records without leaving the form.
• Your plan and your modulesWhat each plan includes, where to find your invoices, and what you see when a module is not part of your plan.
• Finding records: search, filter, group and save a searchEvery list works the same way: type to search, narrow with filters, group to see totals, and save a search you use often.