Where to go next

Page 5 of 5. Two minutes.

The one idea

Do not read the rest of this site in order. It is a reference. Come back to it when you have a job to do, and start from the job. These are the three jobs people turn up with most.

I have to get a tenancy running

Start with Setting up. It has the runbook for standing up a tenancy, in order, with the two jobs from page 4 called out where they fall. Read the roles page in the same section before you send your first invitation, because the role is chosen at the moment of the invite and it is easier to get right than to fix.

Then The home screen, which is what you will be looking at once there is something in it.

Something on the home screen looks wrong

Start with Anatomy of a surface in the home screen section. It is every setting on a surface, what each one accepts, and what visibly changes when you move it. If you only read one reference page, read that one.

Then Pick your look, which draws every combination of card style, picture position and layout at phone width, with the settings printed beside each. It is faster than reading, and it is the page to open when somebody asks what the options are.

If something is missing rather than badly laid out, look at what put it there rather than at the surface. That is the third route.

I have to change what a person gets, and when

Start with Content, for the sequences and atoms that hold what a person reads and answers. That section has the page on every kind of atom, which is the one to have open while you are authoring.

Then Journeys, for the rules that decide who gets what, when it arrives, and what happens after an answer. Read the conditions page slowly, then run the journey on a test account before you switch it on. Conditions decide who gets what, so it is worth watching one person move through the rules before the whole group does.

Two sections to know about, not to read

Reference is generated from the platform itself rather than written, so it is the place to check an exact value, an error code or a field name. It is always right, and the sections above are where the explanation lives.

Recipes are short task-shaped answers to the things people ask for most: a daily check-in, something that appears on day three, a different journey depending on a score. Each one assembles pages from the sections above. If your question sounds like one of those sentences, look there first.