Getting started
Sign in and find your first assignment
For: New starters and invited workspace members.
Use your invitation
- Open your invitation and use the email address it was sent to. Follow the account setup or sign-in prompts.
- If you already have a password, enter your email and password on Sign in to SmarktOS. Use Forgot password? if you need a reset.
- If the invitation has expired, ask the person who invited you for a new link.
What to expect. After sign-in, you can see the work or onboarding steps available to your account.
Complete your onboarding steps
- If your menu says My onboarding, open it and look under Your steps. Open the next available item and follow its instructions.
- Use Policies to read any policies assigned to you. Return to My onboarding to check what is complete and which system access is still being set up.
What to expect. The readiness summary distinguishes your completed steps from work still waiting on someone else.
Recover your account
- On the sign-in page, choose Forgot password?, enter your invited email address and select Send reset link.
- Open the reset email and choose a new password on the linked page. Return to sign-in with your new password.
What to expect. You can sign in again. If the invitation itself is invalid, ask the inviter to issue a new one.
Plan your day in My work
- Open My work. Select Decisions waiting on you to review an assignment, or Open board under Your tasks to see work in Spaces.
- To find a specific record, use the search button at the top of the app. Open a matching result.
What to expect. The selected record opens with the actions available to you. An empty queue means there is nothing waiting in that view.