Getting Started with Compass
This guide will help you get up and running with Compass.
Prerequisites
Before you begin, make sure you have:
- An active Compass account
- Your organization has set up your workspace
- You've received an invitation email (or access code)
Step 1: Sign In
- Navigate to your Compass URL (provided by your administrator)
- Enter your email address
- Enter your password
- Click Sign In
First time? Check your email for an invitation link, or ask your admin for an access code.
Step 2: Explore the Dashboard
After signing in, you'll see the Home dashboard. From here you can navigate to any of the modules available to your role using the sidebar.
Step 3: Navigate Modules
Use the sidebar on the left to access different modules:
| Module | Purpose |
|---|---|
| Projects | Create and manage projects |
| Budget Estimator | Build and track project budgets |
| Tasks | Manage task catalogs and assignments |
| Finance | Track company-wide financial performance |
| Trips | Plan and expense travel |
Next Steps
Ready to get started? Follow these guides:
- Create your first project - Start managing projects
- Understand budgets - Learn about budget planning
- Set up task catalogs - Organize your work
Additional Resources
- Account & Authentication - Sign in and security
- Projects Documentation - Complete project guide
- Tasks Documentation - Task management guide
- Budget Estimator Documentation - Budget planning guide