Getting Started
Sign up, log in, the interface and mobile: first steps.
8 articlesAll articles in this category
01What is Ohana360?Ohana360 is a multi-tenant cloud CRM platform where every company sets up its own isolated environment (org) in minutes.02Creating an account and setting up your orgSign up for free, verify your e-mail and get your company's org running on its own subdomain within minutes.03Login, sessions and My Domain (subdomain)Every org runs on its own subdomain. Details of login, password reset and session security.04Interface tour: navigation, tabs and global searchGet to know the top bar, app launcher, tabs, global search, notifications and the utility bar.05Mobile use: app and PWATwo ways to use Ohana360 on your phone: the store app (iOS/Android) and add-to-home-screen (PWA) from the browser.06The utility bar and keyboard shortcutsThe seven items in the bar at the bottom of the screen, personal and org-wide settings, keyboard shortcuts and the command palette.07Chrome extension: Ohana360 HelperA free browser helper: one-click tasks from Gmail, API names for the fields on screen, and UYAP Lawyer Portal sync.08The macOS desktop appRun Ohana360 in its own window on your Mac: download, install, the menu bar icon, shortcuts and the known limits.