Find your way around
The top bar (Ask, Learn, Design, Manage), the account menu, and who sees what.
The top bar
| Section | What it's for | Who sees it |
|---|---|---|
| Ask | Next steps on tickets and issues, and questions about how your team works | Everyone |
| Learn | Courses on each process, practice and refreshers | Everyone |
| Design | Studio to create and improve processes; Processes to manage the published list | Owners, admins, and members with Designer access |
| Manage | People, billing, integrations and workspace settings | Owners and admins |
Inside Design, a second row switches between Studio (anyone with Designer access) and Processes (owners and admins).
If your plan doesn't include something, it shows greyed out with "Not in your plan".
The account menu
Click your workspace name and initials at the top right:
- Profile, role and languages: your job role, your access level, and the languages you use. See Your profile and languages.
- Workspaces: every workspace you belong to; click one to switch. ＋ New workspace creates another.
- Manage · people, billing, integrations (owners and admins) or Workspace & plan (members).
- What's new: release notes. A dot means there's something you haven't seen. See What's new.
- Language: the language of menus and buttons.
- Cookie settings and Sign out.
Who can do what
There are three access levels: Owner, Admin and Member. Everyone can ask, learn and see who is in the workspace. Owners and admins also manage people, billing, integrations and processes. The full table is in Roles and permissions.
Still stuck? Ask your workspace owner or an admin, or get in touch with us.