Your first minutes
The first time you sign in to a new instance, a short guided tour points out what is already on the screen. It never asks you to configure anything: it only orients you. For how to get an instance in the first place, read Start a free trial.
What the tour shows
A floating card walks you through the screen, one highlighted area at a time, with a progress dot for each step. An admin sees six steps; everyone else sees four.
| Step | What it points at | Admin only |
|---|---|---|
| 1 | The applications rail on the left edge of the screen | No |
| 2 | The current application’s own menu | No |
| 3 | Search | No |
| 4 | The Service Hub, where anyone can ask for help or request something | No |
| 5 | The Settings gear, which opens admin settings | Yes |
| 6 | The Setup page’s Start here card | Yes |
The last admin step opens the Setup page for you. If a step’s target is not on the current screen, the tour navigates there first. If it still cannot find what it is looking for, it skips that one step rather than getting stuck.
Moving through it
- Press Next or Enter to move forward, Back to go back.
- Press Skip tour, Esc or the close icon on the card to skip the rest of the tour.
- The tour works the same with a keyboard only, and respects your operating system’s reduced-motion setting.
- It matches your instance’s light or dark appearance.
It opens once
The tour opens on its own one time only, and that is saved on your own account, not in your browser. Reloading the page, signing in again later or using a different computer does not bring it back, even if you left it halfway. To see it again, restart it as described below.
If you signed up through the public email link, the instance set a password for you that nobody has seen, and you are asked to choose your own before anything else happens. The tour waits behind that dialog and opens right after you set it, not at the same time.
Restarting the tour
Open your profile menu (your name, top right) and choose Restart guided tour. This is the same menu you open Preferences from. The tour starts over from its first step the next time you land on a page it can show itself on.
You know it worked when
- On your first sign-in to a new instance, the tour opens on its own.
- Reloading the page, skipping it or finishing it means it does not open again on its own, until you restart it from the profile menu.
- An admin sees all six steps and ends on the Setup page; anyone else sees four and never sees the Setup step.