Getting Started
Sign in, find your way around, and set the platform up on day one. These guides apply to every user, whatever your role.
Your account & signing in6 guides
Create a workspace, sign in, recover access, and stay secure.
00·20Create a New RAPTIX WorkspaceHow to create an account and workspace, choose its address, verify your email, resend the verification code, correct the email…00·1How to Log In with Your Username and PasswordHow to reach the login page, enter your credentials, and land on the Home screen ready to work.00·2How to Log In with Your Microsoft Account (SSO)How to sign in to RAPTIX using your organization's Microsoft account, with no separate password required.00·3What to Do If You Forget Your PasswordHow to request a password reset link so you can regain access to your account without contacting IT.00·4How to Set a New Password Using a Reset LinkHow to open your password reset email, use the link to reach the Reset Password page, and successfully create a strong new…00·16Staying Signed In and Signing Out SecurelyHow your RAPTIX session works, what keeps you signed in through the day, what triggers a sign-out, and how to sign out securely…
Finding your way around11 guides
The everyday interface — Home, navigation, apps, notifications, and help.
00·8Using Home: Tasks, Workflows, and Recent ApplicationsHow to read your Home status, act on pending tasks, follow workflows, and reopen recent application pages and forms.00·9Understanding Access to Home and ApplicationsWhy Home sections, navigation items, and Applications resources can differ between users, and what to request when expected…00·10How to Navigate the Platform: Top Bar, Sidebar, and Mobile MenuHow to move between current RAPTIX areas using the top bar, desktop sidebar, and mobile menu.00·11Switching Between Light Mode and Dark ModeHow to switch the platform's colour scheme between light and dark, how your preference is saved, and what to expect when you…00·12Installing the Platform as an App on Your DeviceHow to install the RAPTIX platform as a standalone app on your Windows computer, Android phone, iPhone, or Mac, so it opens…00·13Use RAPTIX App ShortcutsHow to open Home, My Tasks, or Flow Builder from the installed app icon.00·14Understand the My Tasks Bell BadgeWhat the bell count means and how to open My Tasks.00·17Resolve “Access Restricted”Why an area can be unavailable and what information to send an administrator.00·18Understanding Toast Notifications and What They Tell YouWhat toast notifications are, what each colour means, how to read them, how to dismiss them, and what to do when you see each…00·19Get Help with SupportHow to submit a request, attach useful evidence, follow its status, and reply to Support.00·21Use Your Welcome, Preferences, and Guided ToursHow the first welcome works, how to choose a guided path, change language or appearance, replay the main tour, and understand the…