Notifications and Help

The bell, the help menu, the assistant and your profile menu in the top bar.

Three buttons on the right of the top bar are on every page: the bell, the help button and your profile.

Notifications

Click the bell in the top bar. A red dot on the bell means there is something you have not read.

1. Notifications: alerts and messages meant for you, such as an emergency alert (SOS) sent by a field user.
   • All and Unread switch between every notification and only the ones you have not read.
   • Notifications are grouped under Today and Earlier. Click Load more at the bottom to see older ones.
   • Click a notification to mark it as read. A notification about a field user opens Monitoring › Tracking on that user and that day.
   • Mark all as read clears the red dot.
2. What’s New: the release notes of the app, newest first. Each release lists its changes; click More details to read the full note. A red dot on the tab means there is a release you have not seen.

The bell updates by itself when a new notification arrives, so you don’t need to reload the page.

Emergency alerts also open a pop-up on screen when they arrive. See Emergency Alerts.

Help

Click the ? button in the top bar.

Group	Item	What it does
Documentation	Product Documentation	Opens these guides.
	API Documentation	Opens the API reference, for developers who connect other systems. They sign in with an access token.
Mobile App	Download the field app	Shows the QR code and the store links for the field app. See Get the field app.
Support	Ask Assistant	Opens a chat where you can ask how to use the app. See below.
	Help Center & Support	Messages the support team on WhatsApp.

Ask Assistant

The assistant answers questions about how to use the app, any time of day. Click the ? button, then Ask Assistant.

1. New Chat: start a new conversation. Your earlier conversations are listed under it, newest first. Click one to read it again, or delete it.
2. Try asking: sample questions such as How do I create a new task? Click one to ask it.
3. Type your question: write your own question, up to 500 characters, and press Enter or click Send.

How a conversation works:

• The assistant replies in a few seconds. While it works you see Analyzing your request…, then Generating results.
• If the assistant can’t help, the support team can take over the same conversation. Their replies are marked Support team; the assistant’s are marked with the assistant’s name.
• Rate each conversation as Helpful or Not helpful to help improve the answers.
• A conversation closes automatically after 30 minutes without activity, or when the support team marks it Resolved. Click New Chat to ask something else.

If the assistant can’t be reached or takes too long, try again shortly or message the support team on WhatsApp from Help Center & Support.

Your profile menu

Click your initials in the top right corner. The top of the menu shows your name, your role and your organization.

Item	What it does
Profile	Your name, photo and language. See Profile.
Getting Started	A short video tour of the app, with your progress. See Take the tour.
Access Token	Tokens that let other systems use the API on your behalf. Shown only if your role has Manage personal access token. See Access Token.
Change Password	Change your password. See Password and Sign-in Security. If you have not verified your account yet, verify it first.
Multi-Factor Authentication	Set up an authenticator app for your sign-in. Shown only if your role has Multi-factor authentication by Cloud-based Authenticator. See Password and Sign-in Security.
Change Organization	Switch to another organization you belong to, or create a new one. See Switching Organization.
Sign Out	Sign out of the web app on this browser.