Getting started

Two settings decide what your Dashboard shows: which clients you can see, and what your role lets you do. Here is why your screen may look fuller or emptier than a colleague's.

The small number next to Requests counts the service requests that no one has picked up yet. Here is who sees it, what it counts, and when it disappears.

The bell at the top of your workspace tells you what has happened while you were away. Here is how to open it, read the red count, and how items mark themselves read.

If your bell stays empty while a teammate's is busy, it is usually working as intended. Here is what raises a notification, why they are personal to you, and the common reasons yours is quiet.

Change the name that appears on your account from the profile screen, and understand why the email field is locked and cannot be edited there.

Set a new sign-in password from your profile screen, including the current-password check and the errors it can show.

The amber 'set a new password' prompt after a first login or a reset, why it appears, and how to clear it.

Where the sign-out button lives in the menu and drawer, the confirmation step, and what ending your session does.

A clear guide to what your plan includes, what is unlimited, the full bundle at $20 per user, single packages at $5 each, your free trial, and where to manage it.

Ask the in-app help assistant a question and get an answer straight away, rate the answers you get, attach a screenshot to a live chat, and connect with a real person on the izzytap team when you want one.