Getting help

Stuck on something? Here's the quickest way to find an answer or reach a person.

Search this help site

You're already in the right place. Use the search box at the top of any page to jump straight to an answer, or browse the sections in the sidebar. The Getting started pages are a good place to begin.

Ask your workspace admin first

Many questions are quickest to solve inside your own organization — especially anything about access:

• Can't see a case, menu item, or button you expected? That's usually your roles — ask your admin to check them (Roles and permissions).
• Need to be added, or need a new invitation? Your admin can do that from Inviting members.

Report a problem

If something looks broken or isn't working the way these guides describe, let your team know. When you report it, include:

• What you were trying to do and the page or area you were on.
• What happened versus what you expected.
• A screenshot, if you can — it's the fastest way for someone to understand the issue.

Keep client information safe

When you share a screenshot or describe a problem, avoid including private client details where you don't need to.