Learn SineCodex step by step

Search the library or choose a category, then select a tutorial to open it below.

Welcome, administrator

Set up your SineCodex workspace

Follow this first-time checklist to configure your company, invite your people, connect AI, and begin building useful modules.

10 guided stepsAbout 6 minutesAdministrator access
Step 1 of 10

Welcome to SineCodex

This short tour shows you the recommended order for setting up your new workspace.

You can return anytime: Open ☰ Module List, then select Tutorial in the Support group.
Welcome
AD

Quick start

Welcome to SineCodex

Take a quick tour of the navigation, help, company knowledge, and everyday tools available in your workspace.

6 guided stepsAbout 3 minutesFor every user
Step 1 of 6

Welcome to your workspace

This tour introduces the five tools you will use most often.

You can return anytime: Open the Module List and select Tutorial in the Support group.
Welcome
US

Administrator tutorial

Create a new user

Create the account, send the secure invitation, and help the new user register a passwordless authenticator for their first and future sign-ins.

10 guided stepsAbout 5 minutesAdministrator access
Step 1 of 10

Open the Module List

Select the small ☰ Module List button in the top toolbar.

Administrator access is required: Only admins can create and manage users.
Dashboard
AD

Administrator tutorial

Manage Teams and module access

Create teams, choose their allowed modules, and give each member the right level of access to company data.

8 guided stepsAbout 4 minutesAdministrator access
Step 1 of 8

Open the Module List

Select the small ☰ Module List button in the top toolbar.

Administrator access is required: Only instance administrators can create, edit, disable, or delete Teams.
Dashboard
AD

Knowledge tutorial

Manage and use the Knowledge Base

Store trusted company facts, policies, rules, and procedures, then let users get clear answers from that knowledge through the Assistant.

9 guided stepsAbout 5 minutesAdmin and user workflow
Step 1 of 9

Open the Module List

Select the small ☰ Module List button in the top toolbar.

Who can use it: Every signed-in user can read the Knowledge Base. Only administrators can add, edit, or delete entries.
Dashboard
AD

Administrator tutorial

Manage backups and restore

Create complete instance restore points, schedule automatic protection, keep off-server copies, and restore safely when recovery is needed.

10 guided stepsAbout 6 minutesAdministrator access
Step 1 of 10

Open the Module List

Select the small ☰ Module List button in the top toolbar.

Administrator access is required: Only admins can create, transfer, delete, schedule, or restore instance backups.
Dashboard
AD

SineCodex Tutorial

Create a Customer module

Build a practical module for company details, contacts, billing addresses, and notes—then see what the finished result looks like.

9 guided stepsAbout 6 minutesAdministrator access
Step 1 of 9

Open the Module List

Select the small ☰ Module List button in the top toolbar. It opens the full list of modules available to you.

Look for: The compact button sits at the left of your pinned module buttons in the top toolbar.
DashboardModule List
AD