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Getting Started: Your First 5 Steps

A quick-start guide to setting up your Demiton workspace. Learn how to update your workspace details, invite your first team members, and understand the core concepts of the platform.

Welcome to Demiton, Investigator.

This guide will walk you through the essential first steps to configure your workspace and prepare for your first project. The goal is to establish your command center and assemble your team.

Step 1: Update Your Workspace Records

Your Workspace Headquarters (HQ) is where you manage your organization's identity and settings. Your first task is to ensure your official records are correct.

  1. Use the Action Menu (the central button) to navigate to Workspace HQ.
  2. In the General tab, review and update your Workspace Name, Charter (a brief description of your workspace's purpose), and other official details.
  3. Click "Update Records" to save your changes.

Step 2: Invite Your Team of Users

An investigation requires a team. You can now invite your key personnel to join your Demiton workspace.

  1. In Workspace HQ, navigate to the Users tab.
  2. Click "Invite User".
  3. Enter your team member's email address and assign them their initial Role (e.g., Lead Investigator, Field User). Their rank determines their level of permission and what they can do in the system.
  4. They will receive an email invitation to create their account and join your workspace.

Step 3: Understand Your Register Room

The Register Room is your central intelligence file for all the "nouns" of your operation: your projects, suppliers, products, and people. Before you can start a project, you need to know who and what you're investigating. Most of this data will be synced from your ERP, but it's important to know where to find it.

Step 4: Explore the Evidence Locker

The Evidence Locker is the secure vault for all your proof. This is where you will manage your Documents (controlled documents like certificates) and author your Forms (digital checklists and forms). We cover this in detail in the NCC Playbook.

Step 5: Open Your First Case File

The Case File is where the investigation happens. It's the container that links your Register entities to your Evidence, all structured around a specific goal. You'll learn how to create and manage these in the NCC Playbook.

You have now established your base of operations. Your next step is to begin Play 1: Building Your Evidence Locker.