Getting Started
Welcome to Getting Started.
This section is designed to help different types of Autologyx users find the right starting point based on how they interact with the platform. Whether you are carrying out day-to-day work, administering the platform, or designing new applications and processes, the guides here will help you orient yourself and move quickly to the areas most relevant to your role.
Who this section is for
Getting Started is useful for:
- users who are new to the Autologyx platform
- business users carrying out operational work
- platform administrators responsible for global setup and access
- analysts and process designers building new applications and workflows
- delivery teams supporting rollout and adoption
Choose the path that best matches your role
Performing Work
This path is for users whose main focus is carrying out work in the platform rather than configuring it.
It covers the day-to-day use of Autologyx, including creating and working with object records, managing tasks, handling documents, and setting personal preferences.
Platform admin (Administrators)
This path is for users responsible for the administration of the platform.
It is aimed at people who need to maintain the global setup of the system, including users, roles, permissions, authentication, and outbound communications. In practice, this area is most relevant to Super Admin style users and those responsible for organisational governance of the platform.
Building applications (Analysts)
This path is for analysts, solution designers, and others involved in building or extending applications in Autologyx.
It introduces the key components that typically go into an application, including required outcomes, data collection, integrations, people and permissions, communications, and documents. It also links to a practical checklist of the common setup work needed across applications.
Suggested starting points
If you are not sure where to begin, use the following as a guide:
- If you mainly work with records, tasks, and documents, start with Performing Work
- If you are responsible for users, permissions, or system-wide setup, start with Platform admin (Administrators)
- If you are designing processes or planning a new application, start with Building applications (Analysts)
- If your role is focused on implementation support or operational rollout, review Performing work (Delivery)
Notes
INFO
This section is intended to help users get oriented quickly by role and responsibility, rather than by technical feature area alone.
TIP
If you are new to Autologyx, begin with the path that best matches your role, then use the linked section pages to drill into more detailed guidance.