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Recipes
Short, task-oriented guides that answer one question. Every recipe says who can do this up front, then gives you the click-by-click steps.
If you can't find what you need here, the feature pages cover the same surfaces in depth.
Inviting & managing people
- How do I invite a user to my customer?
- How do I bulk-invite users from an Excel file?
- How do I assign a user to a tenant?
- How do I bulk-assign users to a tenant?
- How do I change a user's portal role?
- How do I promote someone to Admin?
- How do I transfer ownership of my customer?
- How do I suspend or reactivate a user?
- How do I remove a user from my customer?
Authentication & security (customer portal)
- How do I configure SSO (Google / Microsoft / OIDC)?
- How do I enforce MFA across my organisation?
- How do I route logins by email domain?
- How do I create a service account / API credential?
- How do I register a webhook?
Billing & visibility (customer portal)
My account
- How do I enroll an authenticator app?
- How do I add a passkey?
- How do I reset my MFA?
- How do I manage my notification subscriptions?
Customers, tenants & instances (Admin Console)
- How do I create a new customer?
- How do I suspend a customer?
- How do I churn a customer?
- How do I create a new tenant?
- How do I create a new instance?
- How do I decommission an instance?
- How do I update environment variables on an instance?
- How do I focus on a single customer?
Migrations & discrepancies
- How do I start a migration?
- How do I rerun a failed migration?
- How do I roll back a migration?
- How do I trigger a discrepancy audit?
- How do I triage a discrepancy?
Releases
- How do I create a release?
- How do I approve a release stage?
- How do I trigger a paused release stage?
- How do I archive or unarchive a release?
- How do I roll back a release?