# Log In and Navigate the Platform | Kizen Basics

## **Overview**

{% hint style="warning" %}
**Caution:** This setup reflects <code class="expression">space.vars.Kizen\_company\_name</code>'s default configuration. Your administrator may have customized your layout, so columns or navigation may appear differently. Trial accounts may have limited features.
{% endhint %}

This page introduces how to log into <code class="expression">space.vars.Kizen\_company\_name</code> and navigate the platform. It explains how to access your account, move through the primary navigation, and locate key areas such as <code class="expression">space.vars.contacts</code>, Data, Platform Tools, <code class="expression">space.vars.activities</code>, and Settings. Reviewing this walkthrough will help you understand how the main areas of the interface fit together before you begin creating and managing data within your Business.

### Why This Matters

Understanding how to log in and navigate the platform helps you locate the tools you’ll use throughout this guide. The main navigation provides access to your data, <code class="expression">space.vars.workflows</code>, <code class="expression">space.vars.dashboards</code>, and system configuration.

Knowing where these areas live allows you to:

* Quickly access the parts of the platform used to manage your data
* Locate tools for building <code class="expression">space.vars.workflows</code>, <code class="expression">space.vars.dashboards</code>, and integrations
* Understand where to configure settings and permissions
* Move efficiently between different parts of the platform as you build

Familiarity with the navigation makes it easier to follow the remaining walkthroughs and complete tasks without getting lost in the interface.

***

## **Before You Begin**

Before logging into <code class="expression">space.vars.Kizen\_company\_name</code> and navigating the platform, you must have the following:

* Your <code class="expression">space.vars.Kizen\_company\_name</code> [login URL](https://go.kizen.com)
* Your email and password
* A supported web browser
* Permissions for your role (Admin or Technical Builder permissions)

***

{% stepper %}
{% step %}

#### In your browser, navigate to <code class="expression">space.vars.Kizen\_company\_name</code> using your [Login URL](https://go.kizen.com)

<div data-with-frame="true"><figure><img src="/files/8xZoGNA01UTVuuu8MuwC" alt="Image of the Kizen Login page" width="375"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Enter your email address and select **CONTINUE**

<div data-with-frame="true"><figure><img src="/files/HRrbgkH2OoYkNddDtMy7" alt="" width="348"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Choose your login method

You can select **Login with Kizen Password**, or you can use your SSO to log in.

<div data-with-frame="true"><figure><img src="/files/VNVYFOrVQ2nGH5KSmkv4" alt="" width="340"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Select **LOGIN**

{% hint style="info" %}
**Note:** If you cannot log in due to incorrect password, select **Need Help Logging in?** to reset it.
{% endhint %}
{% endstep %}
{% endstepper %}

After you sign in, <code class="expression">space.vars.Kizen\_company\_name</code> opens your home view or <code class="expression">space.vars.dashboard</code> based on your role and workspace configuration.

***

## **Exploring the Main Navigation**

The main navigation gives you access to <code class="expression">space.vars.Kizen\_company\_name</code>’s core features. These options appear at the top of the platform.

<div data-with-frame="true"><figure><img src="/files/3c6u7YQWnpeq0Vo0L2TI" alt=""><figcaption></figcaption></figure></div>

Below is an overview of each Navigation menu you may see when you log in. What you see depends on your permissions and how you have set up and customized your top navigation menu.

{% tabs %}
{% tab title="Dashboard " %}

### <code class="expression">space.vars.dashboard</code>

The <code class="expression">space.vars.dashboard</code> gives you a real-time chart view of your work with key metrics and important activity across <code class="expression">space.vars.Kizen\_company\_name</code>. You can use <code class="expression">space.vars.dashboards</code> to create and view charts that monitor performance, track progress toward goals, and quickly access the information that matters most to your role.

You can use the <code class="expression">space.vars.dashboard</code> to also see assigned tasks or metrics because <code class="expression">space.vars.dashboards</code> will display from your <code class="expression">space.vars.contacts</code>, <code class="expression">space.vars.objects</code>, <code class="expression">space.vars.activities</code>, <code class="expression">space.vars.automations</code>, and other parts of the platform. Each widget updates automatically based on the latest data in your environment.

#### **What You Can Do On The Dashboard**

1. View key metrics and performance indicators though charts
2. Place a table of <code class="expression">space.vars.entities</code> so you can drill into your data
3. Place a Scheduled <code class="expression">space.vars.activities</code> dashlet to track your tasks and upcoming work
4. Customize your view based on the kinds of charts and data you want to display
5. Monitor <code class="expression">space.vars.automation</code> outcomes

***

#### **Common Dashboard Examples**

The <code class="expression">space.vars.dashboard</code>s and charts you see depend on your business setup. A few common examples include:

* **Agent or Sales Dashboard:** contains charts with upcoming tasks, lead pipelines, <code class="expression">space.vars.contact</code> engagement
* **Healthcare Dashboard:** contains charts with new patients, active cases, recent activities, follow-up schedules
* **Insurance Dashboard:** contains charts with quotes, enrollments, active policies, commissions progress
* **Financial Services Dashboard:** contains charts with client portfolio summaries, account activity, open opportunities
  {% endtab %}

{% tab title="Data" %}

### **Data**

The **Data** menu gives you access to your core records and data tools in <code class="expression">space.vars.Kizen\_company\_name</code>. It includes <code class="expression">space.vars.contacts</code>s, <code class="expression">space.vars.object</code>s, and <code class="expression">space.vars.smartconnector</code>s. Opening the **Data** menu allows you to view and manage the data you work with.

#### <code class="expression">space.vars.contacts</code>

[Contacts](/docs/concepts/objects/contacts.md) is where you can store all of your <code class="expression">space.vars.contacts</code> <code class="expression">space.vars.entities</code>. You can create new <code class="expression">space.vars.contacts</code>, update existing ones, upload or export <code class="expression">space.vars.contacts</code> using CSV files, and perform bulk actions such as sending mass emails or SMS messages. <code class="expression">space.vars.contacts</code>s serve as the foundation for most <code class="expression">space.vars.workflows</code> and <code class="expression">space.vars.automations</code>.

#### **Objects**

[Objects](/docs/concepts/objects.md) let you create data structures tailored to your business. You can define objects for anything you need to track, such as companies, assets, policies, patients, equipment, events, or financial accounts. Each object has its own fields, <code class="expression">space.vars.entities</code>, relationships, and <code class="expression">space.vars.automations</code>.

#### <code class="expression">space.vars.smartconnector</code>s

<code class="expression">space.vars.smartconnector</code>s are <code class="expression">space.vars.Kizen\_company\_name</code>’s built-in ETL tools for importing, transforming, and loading data from external systems. You can use <code class="expression">space.vars.smartconnector</code>s to create repeatable data pipelines, standardize files, run SQL-based transformations, validate data, and populate one or more objects in bulk. <code class="expression">space.vars.smartconnector</code>s are ideal for scheduled feeds, large datasets, or complex imports that require cleanup before entering <code class="expression">space.vars.Kizen\_company\_name</code>.
{% endtab %}

{% tab title="Platform" %}

### **Platform**

The **Platform** tab gives you access to tools that help you communicate with your audience, collect data, manage engagement, and customize <code class="expression">space.vars.Kizen\_company\_name</code>’s capabilities. These features support daily operations across marketing, sales, service, and data collection.

#### **Broadcasts**

Send mass emails or SMS messages to targeted groups of <code class="expression">space.vars.contacts</code>s. Use Broadcasts to share announcements, campaigns, reminders, or updates. You can segment your audience, schedule messages, and track engagement.

#### **Forms**

Create web forms to capture information from leads, customers, or internal teams. Form submissions automatically create or update records in <code class="expression">space.vars.Kizen\_company\_name</code>, making this ideal for intake workflows, lead capture, event registrations, or service requests.

#### <code class="expression">space.vars.activities</code>

View and manage <code class="expression">space.vars.activities</code> created across the platform. This includes calls, tasks, notes, messages, and any interaction logged against an <code class="expression">space.vars.entity</code>. From here you can create new <code class="expression">space.vars.activities</code> or review existing entries.

#### **App Marketplace**

Browse and install apps, plugins, and integrations that extend <code class="expression">space.vars.Kizen\_company\_name</code>’s functionality. The Marketplace includes quoting tools, email integrations, data loaders, developer tools, and other add-ons that connect <code class="expression">space.vars.Kizen\_company\_name</code> to your tech stack.

#### **Library**

Store and manage reusable content such as documents, files, templates, and media. Library items help teams standardize messaging and ensure the correct versions of assets are used throughout workflows.

#### **Surveys**

Build and distribute surveys to collect structured feedback. Survey responses can create or update records, trigger automations, or populate dashboards for analysis.

#### **Ad Manager**

Manage advertising data and connect ad campaigns to your Contacts and Objects. Use Ad Manager to track conversions, view lead performance, and connect marketing spend with outcomes inside <code class="expression">space.vars.Kizen\_company\_name</code>.
{% endtab %}

{% tab title="Agentic Workflows" %}

## **Agentic Workflows**

The <code class="expression">space.vars.automations</code> tab is where you build, manage, and monitor <code class="expression">space.vars.automations</code> in <code class="expression">space.vars.Kizen\_company\_name</code>. <code class="expression">space.vars.automations</code> help you streamline repetitive tasks, improve data accuracy, and ensure consistent follow-up across your business. You can create simple or advanced workflows that react to changes in your data, run on schedules, or integrate with external systems.

#### **What you can do in Agentic Workflow**s

1. Create <code class="expression">space.vars.automations</code>
2. Choose from multiple trigger types
3. Design custom logic
4. Send communications automatically
5. Connect to other parts of the platform
6. Monitor execution and troubleshoot issues
7. Reuse and maintain <code class="expression">space.vars.automations</code>

You can review your <code class="expression">space.vars.automations</code> to understand the automated processes in your workspace.

For more information, see [Agentic Workflows](/docs/concepts/agentic-workflows.md).
{% endtab %}

{% tab title="Settings" %}

### **Settings**

The **Settings** area controls your account configuration, user access, data structure, privacy rules, and integrations. Admins use this section to manage how <code class="expression">space.vars.Kizen\_company\_name</code> behaves for the entire organization.

#### **Business Information**

Update your company details, time zone, default formats, and communication settings.

#### **Team, Roles, & Permissions**

Add team members and manage who can view, edit, or delete data. Roles and permission sets define what each user can access across <code class="expression">space.vars.contacts</code>, <code class="expression">space.vars.objects</code>, <code class="expression">space.vars.automations</code>, <code class="expression">space.vars.dashboards</code>, and other features.

#### **Customize Fields**

Create and manage custom fields for <code class="expression">space.vars.contacts</code> and <code class="expression">space.vars.objects</code>. This helps you tailor data structures to your business needs.

#### **Domain & Tracking**

Configure domain settings and tracking preferences, including analytics, cookie/tracking behavior, and workspace URL controls.

#### **Privacy Settings**

Manage privacy and compliance options, such as data retention, consent, audit logging, and how personal data is handled.

#### **Manage Connections**

Set up and maintain integrations, API connections, and external data links. This is also where you review connection health and manage credentials used across the platform.

You can visit **Settings** to confirm your profile and permissions.
{% endtab %}
{% endtabs %}

***

## **Troubleshooting**

| Issue                              | What To Check                                                        |
| ---------------------------------- | -------------------------------------------------------------------- |
| You cannot sign in                 | Reset your password using **NEED HELP LOGGING IN?**                  |
| You do not see expected menu items | Your permission level may restrict visibility; contact your Admin    |
| You see a blank screen or errors   | Try a different browser or clear your cache                          |
| Navigation options look different  | Your workspace may use a custom configuration or a limited role view |

***

## **What’s Next**

Now that you know how to log in and move through the main areas of <code class="expression">space.vars.Kizen\_company\_name</code>, you’re ready to start building your <code class="expression">space.vars.Theme\_park\_name</code> business. Your next step is to [Create Your First Business](/docs/kizen-basics/kizen-in-action/create-your-first-business-workspace-or-kizen-basics.md) which allows you to set up your workspace so you can begin managing your data in <code class="expression">space.vars.Kizen\_company\_name</code>.

<details>

<summary>Related Topics</summary>

* [What is Kizen?](/docs/kizen-basics/what-is-kizen.md)
* [How is Kizen Structured?](/docs/kizen-basics/how-is-kizen-structured.md)
* [Kizen in Action](/docs/kizen-basics/kizen-in-action.md)
* [Building with APIs](/docs/developers/building-with-apis.md)
* [Where to Find Help](/docs/readme/where-to-find-help.md)

</details>


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