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Support And Issue Reporting

Public guidance on contacting support and what information to provide before or after workspace access.

Follow these steps

Choose the right support route

  • Use the public Support page for trial questions, login trouble, pricing questions, or pre-workspace contact.
  • Use signed-in Report an Issue when the problem is tied to a workspace screen, role, or record.
  • Do not use public support messages for secrets, private employee documents, or production files.

Write a useful public support message

  • State the public page or journey you were using.
  • Describe what you tried, what you expected, and what actually happened.
  • Include a contact email that support can use to follow up.

Keep support evidence safe

  • Send screenshots only after checking that they do not show private records, payment details, ID numbers, or documents.
  • Use generic labels when describing an issue before sign-in.
  • Move workspace-specific troubleshooting into signed-in support as soon as you can access the workspace.

Need workspace help?

Sign in to see the guides for your own role and workspace.

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