You sign in with your work email and password (or an invitation link your administrator sent you). Your role decides what you can see and do:
| Role | What it's for |
|---|---|
| Viewer | Read published reports and dashboards |
| Operations | Operational reports and reconciliations (stock, production, orders) |
| Finance | Financial reports, statements, and reconciliations |
| Admin | Everything, plus user management, connections, and settings |
A report can be limited to certain roles — if you believe you're missing a report you should have, ask your administrator to check your role under Admin → Users.
If the screen is blank after signing in
Very occasionally after an update, your browser holds on to an old version of the app. A hard reload fixes it: Ctrl+Shift+R (Windows) or Cmd+Shift+R (Mac). If that doesn't help, sign out and in again — and if it persists, contact support through the chat.