Get oriented

CapZero runs your organization’s everyday work, such as sales, projects or a budget, in one place, for the people who do it and the AI agents that help them. This page is for anyone new to it. It explains how CapZero fits together, where to find your work and help, and gives you one task to try.

What you can do

Your organization uses CapZero through its apps, which some screens call products. Each one keeps track of one kind of work:

If your work is	Use	It keeps track of
Selling	CRM	Companies, contacts, leads and deals through a sales pipeline, with activities, tasks and forecasts
Delivering projects	Project management	Projects and the tasks that deliver them, on a shared board
Building and running a public budget	Budget management	Department budget requests, positions, amendments and a multi-year capital plan
Finding public contracts to bid for	PublicSignal	Public procurement notices in one catalog, saved searches that raise alerts, and notes

Some apps add to another one. For example, Budget books publishes books from Budget management. An organization can use several apps at once. Anyone can see the apps on offer under Add an app, and an admin installs them.

How it fits together

• Your organization is your company or team. It has its own members, apps and data, and nobody outside it sees them.
• Members are the people in it. Each has a role: admin, member or viewer. An app can add roles of its own, such as a reviewer or an approver, and these decide what you can do in that app.
• Apps hold your records: a contact, a task, a budget request. You see them in an app’s views: tables, boards, dashboards, and each record’s own page.
• Work comes to you from the apps: tasks and follow-ups assigned to you, approvals waiting for your decision, and asks that need a person’s answer.
• Agents can do much of the work with you, with only the permissions your organization gives them. Decisions such as approvals are always made by a person. See Approvals with MFA.

Where to find things

• Home is at the top of the rail on the left, under your organization’s logo. It shows:
  • Needs your decision: the approvals and asks waiting for you, the one due soonest first;
  • Your work: what’s assigned to you from every app, as overdue, due today and due this week;
  • Apps: your organization’s apps.
• Each app has its own icon in the rail. Point at an icon to see its name. The app’s pages are in the sidebar beside the rail.
• Workflows and Lists, also in the rail, hold your own automations and your own lists of records.
• Notifications is the bell at the top of the page. All your notifications are kept in your Inbox, under Home.
• Search at the top of the page goes to any page, or starts an action such as creating a record.
• Your account menu opens from your picture or initials at the bottom of the rail. It has Organization settings, where admins manage members, apps and settings, and your own Profile settings, Two-step verification and Sign out.
• If you belong to more than one organization, switch with the organization’s name at the top of the page.

Getting help

• On a page with a guide, choose Help at the top of the page. The menu, Help with this page, lists the guides for that page, and each one opens in a new tab.
• These docs: start from your role or your product in the sidebar, or use search. The glossary explains the words the app uses.
• Every page of these docs ends with Was this page helpful? Tell us what was missing.

Try it: turn on two-step verification

Two-step verification protects your account, and you need it to approve anything. It takes about two minutes, with your phone or a passkey.

1. Open your account menu at the bottom of the rail and choose Two-step verification.

   You see Secure your account. Go on to step 2.

   If you see something else, it’s on already:

   • You’re verified: you’re done. Account security shows what you set up, under Authenticator app and Passkeys.
   • Enter your code or Use your passkey: confirm it’s you with your app or passkey, and you’re done.

2. Choose Set up a passkey and follow your device’s prompts. That’s all: two-step verification is on.

   To use an app on your phone instead, such as Google Authenticator, Microsoft Authenticator or 1Password, choose Set up an authenticator app, then go on to step 3.

3. Scan the QR code with the app on your phone.

   The app shows a 6-digit code for CapZero. Below the QR code, you see your recovery codes.

4. Save your recovery codes somewhere safe, such as a password manager: choose Copy the codes. Each code signs you in once if you lose your phone, and they aren’t shown again.

5. Enter the code the app shows in Code from the app, and choose Turn on two-step verification.

   Two-step verification is on. From now on, when you sign in, CapZero also asks for your passkey or a code from the app.

Next

• Approvals with MFA: how decisions work, and why they need two-step verification.
• Releases: how an app publishes a document outside your organization.
• Glossary: the words CapZero uses on screen.