Getting Started

Welcome to Opbox. This guide covers the essentials to get you productive quickly.

Logging In

Navigate to your workspace URL and sign in with your email and password.
If you belong to multiple workspaces, use the workspace switcher in the bottom-left of the sidebar to switch between them.
Your active workspace is remembered across sessions.

Sidebar - The left sidebar provides access to all major sections: Dashboards, Matters, Tables, Forms, Documents, Submissions, Files, and Automations.
Spotlight Search - Press Cmd+K (or Ctrl+K) to open the spotlight search. Search across all entities or switch to the AI tab for conversational queries.
Notifications - The bell icon in the top bar shows unread notifications. Click to open the notification panel.
Settings - Access via the gear icon at the bottom of the sidebar, or navigate to /settings.

Concept	Description
Workspace	Your organisation's isolated environment. All data is scoped to the active workspace.
Matters	Board-driven multi-step pipelines for managing cases, projects, or any structured process. Each matter progresses through defined steps.
Tables	Structured data storage with 6 categories: System (CRM), Form, User, Pipeline, Matter, and Integration tables.
Forms	Configurable forms with 25 field types. Submissions flow into tables and can trigger workflows.
Documents	Knowledge base pages and articles with a rich document editor, entity embeds, and AI chat.
Dashboards	Widget-based dashboards with 27 widget types for metrics, charts, tables, and content.
Workflows	Automation pipelines that trigger actions based on events, schedules, or manual execution.

Role	Capabilities
Owner	Full access to all features, settings, billing, and member management
Admin	Manage members, tables, forms, integrations. Cannot transfer ownership or delete workspace
Member	Create and manage matters, submissions, documents. Cannot access admin settings
Viewer	Read-only access to matters, tables, and documents assigned to them