Getting started

This page covers your first sign-in and the parts of Crewhall you use every day.

Sign in​

You join Crewhall through an invitation from an admin in your organization. Open the link in the invitation email, choose Create your account, set a password and select Create account and join. If you have no invitation, ask an admin for one.

After that, sign in on the Sign in page:

1. Enter your Email and Password.
2. Turn on Keep me signed in on this device if this is your own device.
3. Select Sign in.

Depending on your organization's setup, you may also see:

• Sign in with a passkey uses your fingerprint, face or device PIN instead of a password.
• Sign in with your provider appears when your organization uses single sign-on (SSO). Some email domains sign in with SSO automatically.
• Directory account lets you sign in with your company directory user name and password.

If you forget your password, select Forgot password. The reset link is valid for 30 minutes.

Two-step verification​

If two-step verification is on, Crewhall asks for a Verification code after your password. Enter the 6-digit code from your authenticator app. Remember this device for 30 days skips the code on this device for a while. You can also choose Use a backup code or Verify with a passkey.

When your organization requires two-step verification, Crewhall walks you through Set up two-step verification on your first sign-in: scan the QR code, enter the code from the app, then save your 10 backup codes. Each backup code works once. If you lose your phone and have no backup codes, an org admin can reset your two-step verification.

Find your way around​

The left menu​

The narrow bar on the left lists the modules your organization uses: Home, Chat, Drive, Pages, Boards and so on. Numbers on an icon show unread items. On a short screen, the rest of the modules go under More.

Right-click a module to open it, hide it with Hide from the left menu, or reorder the menu with Edit the left menu. Your profile picture at the bottom opens the account menu, where you set your status, open Keyboard shortcuts and Sign out.

Module sidebars and spaces​

Most modules have a sidebar next to the left menu. In space-based modules such as Drive, Pages and Boards, the top of the sidebar shows the current space. Click it to Choose a space: your personal space (marked Only you) and the shared spaces you belong to. Archived spaces are listed separately.

If your organization allows it, you can create a space with New space: give it a name, color and badge, add members with their roles, then select Create space.

The top bar​

The bar at the top of each page shows where you are, the search box (Search or type a command), the assistant button and the notifications bell.

Home​

Home is your start screen. It holds quick access cards in surfaces: Mine is your own surface, and each shared space can have a surface of its own, shown as tabs at the top.

• Select Add card to add a link, link group, sticky note, to-do list, Drive file or folder, page, chat, meeting, your assigned board cards or a vault item.
• Paste a web address on the surface to create a link card.
• Select Edit to move, resize or remove cards, then Done.
• Use Pin to Mine in the menu of a card on a space surface to add it to your own surface.

Search and the command palette​

Press Ctrl K (⌘ K on macOS) or click the search box to open the Command palette. It searches spaces, people, pages, files, folders and drawings, and it runs commands such as Create a new space, Invite someone to the team, Schedule a meeting and Change language.

• Tab cycles the filter by type.
• Start with > to see commands only, or / to see pages and settings only.
• With an empty search box, the palette shows the places you visited recently.

Press ? anywhere outside a text field to see all Keyboard shortcuts.

Notifications​

The bell in the top bar shows mentions, shares, assignments and other activity. Select Mark all as read to clear it, or See all to open the notifications page. There you can switch between Inbox, Snoozed and Dismissed, filter by Mentions, Assigned or Alerts, and Snooze a notification for an hour, until tomorrow morning or until next week. Notifications are kept for 90 days.

Ask Crewhall​

If your organization has set up AI, the assistant panel Ask Crewhall is available. Open it from the top bar or with Ctrl J (⌘ J on macOS).

• In Ask mode, you ask a question about your pages, files, boards and chats. Answers use only content you can see and list their sources. The vault is never used.
• In Do mode, you give the assistant a task, such as scheduling a meeting or creating a card. Nothing changes until you approve it.

Your account​

Open My account from the account menu. It has these sections:

Next steps​

Install the desktop app, then read about Chat, Drive and Pages.