Getting Started - EcoHexagon User Guide

EcoHexagon is an all-in-one platform for managing clients, projects, finances, and teams. Follow this comprehensive guide to set up your account and launch your first business workflows.

🚀 Quick Setup Path

Complete these essential setup steps, then configure advanced features in settings:

Access Settings & Configuration →

Login screen with fields for email, password, and Sign In button highlighted.

Login Process

Visit Platform: Navigate to https://ecohexagon.com
Click Sign In: Locate the sign in button in the header
Enter Credentials: Your registered email and password
Complete Verification: Handle any security checks (reCAPTCHA)
Access Account: Click Sign In to enter your workspace

Having Login Issues? Check your email for verification links or contact support@ecohexagon.com for account assistance.

🏢 Step 2: Workspace Access & Navigation

Apps section showing workspace link and navigation options

Quick Workspace Access

After login, click Apps in sidebar
Find Accessible Links section
Click your workspace URL
Land on your main dashboard

Direct URL Pattern

Format:
https://ecohexagon.com/[your-company]/rs/

Example:
https://ecohexagon.com/acmecorp/rs/

Navigation Elements

16+ Business Modules in left sidebar
Global Search in header
Quick Add (+) for new items
Time Tracking controls

Pro Tip: Bookmark your workspace URL for direct access to the full business interface, bypassing the Apps portal.

📊 Step 3: Dashboard Mastery & Navigation

Dashboard overview with key widgets and navigation elements

Left Sidebar Navigation

16+ Business Modules Available:

Core: Dashboard, Projects, Clients, Tasks, Leads
Financial: Subscriptions, Estimates, Invoices, Expenses
Communication: Messages, Tickets, Knowledge Base
Management: Team Members, File Manager, Reports, Settings

Header Navigation Tools

Global Search: Find anything across all modules
Quick Add (+): Create new items instantly
Notifications (🔔): Important alerts and updates
User Profile: Account settings and preferences
Time Tracking: Clock in/out functionality

Modern Keyboard Shortcuts

Single-letter shortcuts from any page:

N: Add Note Modal
S: Add Ticket Modal
T: Add Task Modal
I: Add Project Time Modal
M: Add Multiple Tasks Modal

Dashboard Widgets Overview

Storage Usage: Monitor your data usage and plan capacity
Open Tasks: View tasks assigned to you with priorities
Projects Overview: See active, completed, or on-hold projects
Invoice Overview: Monitor overdue, unpaid, or paid invoices
Financial Summary: Compare income vs. expenses with trends

Dashboard Customization: Click the customize button to rearrange widgets and create your perfect command center layout.

👥 Step 4: First Client Setup - Complete Walkthrough

Example Walkthrough: Setting up "Acme Corporation" with complete business profile

1. Access Client Management

From dashboard, click Clients in sidebar
Click Add Client button
Choose Organization type

2. Complete Profile Details

Name: "Acme Corporation"
Contact: "John Smith"
Email: "john.smith@acmecorp.com"
Phone: "(555) 123-4567"
Labels: "Priority Client", "Tech Industry"

3. Financial Configuration

Navigate to Invoices tab
Configure payment terms (Net 30)
Set billing preferences
Add existing financial history

4. Create First Project: "Website Redesign"

Project Configuration

Type: Client Project
Timeline: Today → 3 months
Budget: $15,000
Labels: "Web Development", "Q3 2025"

Result: Complete client profile with financial tracking, portal access, and active project ready for task assignment and time tracking.

⚙️ Step 5: Essential Configuration & Team Setup

Profile & Account Setup

Click your name → My Account
Update profile details and preferences
Configure timezone and localization
Set up two-factor authentication

Settings Link: General Settings

Team & Collaboration

Add team members via Team Members
Configure roles and permissions
Set up notification preferences
Enable collaboration features

Settings Link: Permission Settings

Business Integrations

Connect email systems (SMTP)
Set up calendar integrations
Configure payment processors
Enable business intelligence

Settings Link: Integration Settings

Dashboard Customization

Access Customization: Click "Customize" on dashboard
Arrange Widgets: Drag and drop for optimal layout
Enable Features: Show/hide widgets based on your needs
Save Layout: Your preferences are automatically saved

Advanced Access: Use your workspace URL pattern for full feature access: https://ecohexagon.com/[workspace]/rs/[module]

Next Steps: Complete Business Workflows

Once you've completed the setup, follow these proven workflows to get your business running efficiently:

🎯 Recommended Workflow Path

Master Client Management: Use the client management guide to set up profiles, portals, and financial tracking
Implement Project Management: Create projects using the project management guide and link to clients
Configure Financial Processes: Set up automated billing with the invoicing & payments guide
Enable Team Collaboration: Configure roles using permission settings and team features

✅ Pro Tip: Each workflow builds on the previous one, creating a complete business management system.

Platform Power User Tips

⚡ EcoHexagon Efficiency Features

Single-Letter Shortcuts: Use N, S, T, I, M from any page for instant actions
Workspace URL Pattern: Always use /[workspace]/rs/ for full feature access
Module Direct Access: Use /[workspace]/rs/[module-name] for specific modules
Real-Time Updates: Dashboard widgets update automatically - no refresh needed

🔧 Essential Configuration Access

Access your full business interface: https://ecohexagon.com/[your-company]/rs/

Configure advanced features: Settings & Configuration

🆘 Need Additional Setup Help?

For detailed platform guidance, see the expanded sections above or explore these resources:

Next Steps - Master Your Platform

Dashboard Navigation - Master the interface and advanced shortcuts
Client Management - Set up comprehensive client relationships
Project Management - Create and manage complex projects
Settings & Configuration - Configure all advanced platform features

Getting Help

Knowledge Base: In-platform help sidebar
Support Tickets: Help → Tickets → Create New
Direct Support: support@ecohexagon.com

Best Practices

Start Small: Master core modules first
Automate: Set up recurring processes
Measure Success: Track KPIs and growth

Still need help? Contact your system administrator or EcoHexagon support for personalized setup assistance.

💡 Pro Tip: Use the progressive sections above to expand only the information you need right now, keeping your learning focused and efficient.

Ready to launch your business workflows? Start with Client Management for your first client setup, or explore Dashboard Navigation for power user features.

Back to Table of Contents

🚀 Quick Setup Path

🔑 Step 1: Account Access & Login

Login Process

🏢 Step 2: Workspace Access & Navigation

Quick Workspace Access

Direct URL Pattern

Navigation Elements

📊 Step 3: Dashboard Mastery & Navigation

Left Sidebar Navigation

Header Navigation Tools

Modern Keyboard Shortcuts

Dashboard Widgets Overview

👥 Step 4: First Client Setup - Complete Walkthrough

1. Access Client Management

2. Complete Profile Details

3. Financial Configuration

4. Create First Project: "Website Redesign"

Project Configuration

⚙️ Step 5: Essential Configuration & Team Setup

Profile & Account Setup

Team & Collaboration

Business Integrations

Dashboard Customization

Next Steps: Complete Business Workflows

🎯 Recommended Workflow Path

Platform Power User Tips

⚡ EcoHexagon Efficiency Features

🔧 Essential Configuration Access

🆘 Need Additional Setup Help?

Next Steps - Master Your Platform

Getting Help

Best Practices