Getting Started

Registration and Log In

• Signing Up and Logging In To the Chain.io Portal
• Resetting Passwords and Multi-factor Authentication
• Managing Users Within A Workspace Overview
• Navigating Our Support Resources

Workspaces, Integrations and Flows

• Navigating Your Workspace
• Integrations
• Integration Dashboard
• Flows & How They Work
• Creating A Basic Flow

Glossery of Terms and Definitions

• Glossary
• Definitions: Rates / Quotes / Bookings
• Quick Reference: Object Hierarchy
• Production / QA / Dev: A Guide to Chain.io Environments