Getting started
First steps for every role, from the first sign-in to a workspace that is ready for the team.
11 articles
- Dromix at a glanceWhat Dromix is, what each part of the left rail does, and why some people see more of it than others.OwnerCompany adminHRDepartment managerMemberGuest
- Sign in for the first timeAccept your invite, choose a password, save your recovery key and set up the authenticator app if your company asks for it.OwnerCompany adminHRDepartment managerMemberGuest
- Find your way aroundHow the left rail, the bottom bar on phones, notifications, the Settings menu and your account menu fit together, and how to get to Help.OwnerCompany adminHRDepartment managerMemberGuest
- Your first 10 minutes as a Company adminSix short steps that get a new Dromix workspace ready for the team, from the company profile to CRM access and channels.OwnerCompany admin
- Your first 10 minutesSet up your profile and notifications, say hello, join a meeting and find your work, in six short steps.HRDepartment managerMember
- Your first 10 minutes in HRWhat HR can do in Dromix from day one, from approving leave and checking who is away to the staff directory and company announcements.HR
- Your first 10 minutes in salesFind your leads, reply in time, turn a good lead into a deal and keep the deal moving.OwnerCompany adminHRDepartment managerMember
- Your dashboardWhat the Dashboard shows you each day, from reminders and decisions to charts, and which cards depend on your role.OwnerCompany adminHRDepartment managerMemberGuest
- Your first 10 minutes as a department managerWhere a department manager decides requests from their team, sees who is away, finds the team report and sets a cover before going on leave.Department manager
- Guest accounts are no longer availableWhy guest accounts no longer work, how people outside a company join meetings and webinars, and what to do if you had a guest account.Guest
- Roles and permissionsThe six roles, what each one can open, and how CRM access, deal ownership and approvals add to them.OwnerCompany adminHRDepartment managerMemberGuest