Help center
Clear answers for the moments when a connection is late, a number needs context or a teammate needs access.
Use the topic guides for first steps. If your question depends on your group’s setup, include the source, period and expected result so it can be reproduced.
Browse help topicsHow can we help?
Getting started
Set up a workspace, connect a first source, invite the people who review it and read the operating record from top to bottom.
Data connections
Check source status, sync timing, site mappings and the fields used in reconciliation before you re-run an import.
Forecasts and plans
See how demand assumptions move into labour, inventory and a weekly plan—and where a manager can add context.
Approvals
Understand who can propose, review and approve a change, then trace the decision after it is made.
Account and access
Invite teammates, adjust roles, remove access and keep site visibility aligned with responsibility.
Billing and security
Find practical answers about plan changes, workspace access and the security questions teams ask before a pilot.
Include your workspace, source, period and the exact value you expected. That gives the team a clear place to start.