Getting started

Sign in and find your way around

Use invitations safely, complete account setup, and understand the main OrgWell navigation.

AdministratorsMembers

OrgWell invitations and account-recovery messages identify themselves as OrgWell communications. Follow the secure action in the message while it is valid; never forward temporary credentials or confirmation codes.

Sign in from an invitation

  1. Open the most recent OrgWell invitation for your email address.
  2. Use the supplied action link and complete the requested password or confirmation step.
  3. Sign in with the same email address that received the invitation.
  4. If the action has expired, return to the sign-in page and use the available recovery path or ask an administrator to resend the invitation.

The application sidebar contains the areas available to your account:

  • Dashboard summarizes current work.
  • Interviews contains definitions for administrators and assigned work for participants.
  • Campaigns is the administrator workspace for scheduled interview runs.
  • Knowledge Base holds source-document collections.
  • Analysis appears only when an administrator also has evidence-reader access.
  • Organization contains the overview, Departments, Job Descriptions, and employees.
  • Settings contains organization and personal account settings.

On a small screen, open the navigation with the menu control in the application header. Breadcrumbs above a page show its location and provide a safe way back to the parent record.

Sign out on shared devices

Open the user menu and sign out when you finish. Closing a tab is not a substitute for signing out on a device that another person can use.