Getting started

Create your workspace, find your way around 9bx, and secure your account. Read these pages in order on your first day.

How to use this section

Page	Read it when
First login, setup wizard and product tour	You are creating a workspace, signing in for the first time, or finishing setup
Layout and navigation	You want to know where everything is: sidebar, search, favourites, switchers, dark mode
Your profile and account security	You want to change your password or turn on two-factor sign-in
Notification preferences	You get too many (or too few) notices

The browser extension that turns phone numbers on web pages into click-to-call links is described in Browser extension.

The first-day checklist

1. Create your workspace and verify your email (First login).
2. Walk through the setup wizard, or skip it and use the Getting started card on the dashboard.
3. Invite your team and give each person a role.
4. Turn on two-factor sign-in for yourself.
5. Choose your notification preferences.
6. Add a payment method before the trial ends (Plan and billing).

Example company used in this guide

Examples use Padma Net Support, a fictional internet service provider in Dhaka, with a head office and branches in Mirpur and Uttara.