Learn SineCodex step by step
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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.
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.
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.
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.
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.
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.
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.