Help Center
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Step-by-step guides for every role in Dromix. Pick a topic, or search.
Getting started
First steps for every role, from the first sign-in to a workspace that is ready for the team.
- Dromix at a glance
- Sign in for the first time
- Find your way around
- Your first 10 minutes as a Company admin
- Your first 10 minutes
All articles in Getting started11 articles
Account and profile
Your profile, password, authenticator app and linked devices.
- Your profile and status
- Your email signature
- Choose your notifications
- My notes and personal tasks
- Light or dark theme and chat background
All articles in Account and profile11 articles
Messaging and calls
Chats, channels, calls and shared files.
- Start a chat or a channel
- Directory and favorites
- Send, reply to and edit messages
- Threads, reactions and pins
- Manage a channel and its members
All articles in Messaging and calls10 articles
Meetings
Schedule, join and record meetings.
- Schedule and join a meeting
- Blur or replace your video background
- Guest link and waiting room
- Join a meeting as a guest
- Record a meeting
All articles in Meetings7 articles
CRM and sales
Leads, contacts, companies, deals, invoices and sales reports.
- Work a lead
- How automatic lead assignment works
- Connect Meta Lead Ads
- Convert a lead to a deal
- Create a deal
All articles in CRM and sales49 articles
Work and approvals
Requests, approvals, time off and the time clock.
- My work
- Send a request or ask for approval
- Approve or reject a request
- Request time off
- Let someone cover your approvals
All articles in Work and approvals17 articles
Company admin
People, roles, settings, integrations and security for Owners and Company admins.
- Set up your company with the setup wizard
- Invite people and choose a role
- Change someone's role
- Suspend, offboard or remove someone
- Decide who gets CRM access
All articles in Company admin35 articles
Troubleshooting
Fixes for sign-in, invites, seats, notifications, calls and email sync.
- I lost the phone with my authenticator
- I can only sign in from the office or VPN
- My invite link does not work
- The seat limit is reached
- Notifications are not arriving
All articles in Troubleshooting11 articles
Reference
The glossary and other pages to look things up.
- Why can't I see a menu item?
- Why can't I invite someone as Department manager?
- Where is my data stored?
- Glossary
All articles in Reference4 articles