Find the exact page or function you need.

What you will accomplish

• Review the platform promise and the relationship between OperatorOS and its modules.
• Open the module catalog, ecosystem map, pricing, or sign-in flow.
• Return to the console when an existing session is present.

How to do it

1. Open the public home page.
2. Choose Modules, Ecosystem, How it works, or Pricing for product information.
3. Choose Sign in or Open console when you are ready to work.

What you will accomplish

• Browse each application’s purpose, availability, and plan placement.
• Jump directly to the application you want to review.
• Continue to sign in, open My Apps, or read the application guide.

How to do it

1. Open Application catalog and confirm that the organization and access badge are correct.
2. Use the page filters or record list to narrow the work before changing anything.
3. Complete the needed action, then confirm the saved result, activity entry, or connection status shown by the page.

What you will accomplish

• Review how the product suite is organized and confirm each application name.
• Understand where sign-in, billing, and team access are managed.
• Open applications from OperatorOS so the correct organization and access follow you.

How to do it

1. Open Product suite and confirm that the organization and access badge are correct.
2. Use the page filters or record list to narrow the work before changing anything.
3. Complete the needed action, then confirm the saved result, activity entry, or connection status shown by the page.

What you will accomplish

• Follow the sign-in, organization selection, and application-opening steps.
• See how your organization and access follow you safely into each application.
• See what to do when an application or connected service is not available.

How to do it

1. Open How it works and confirm that the organization and access badge are correct.
2. Use the page filters or record list to narrow the work before changing anything.
3. Complete the needed action, then confirm the saved result, activity entry, or connection status shown by the page.

What you will accomplish

• Compare published plan features and module access.
• Recognize add-ons and features that require a higher plan.
• Start checkout or keep your current plan when purchasing is unavailable.

How to do it

1. Open Pricing and confirm that the organization and access badge are correct.
2. Use the page filters or record list to narrow the work before changing anything.
3. Complete the needed action, then confirm the saved result, activity entry, or connection status shown by the page.

What you will accomplish

• Sign in with the OperatorOS account email and password.
• Create an account when registration is available.
• Request a password reset and use the emailed link once.
• Follow the on-screen recovery step if the session has expired or the account is unavailable.

How to do it

1. Open Sign in and enter your OperatorOS credentials.
2. Use Forgot password if the password is unavailable; follow the email link once.
3. After success, confirm that My Apps loads and select the correct organization.

What you will accomplish

• Review the inviting organization and proposed role.
• Accept the invitation to create the membership and select the workspace.
• Decline without silently joining the organization.
• Handle expired, revoked, already-used, or wrong-account invitation states.

How to do it

1. Open Organization invitations and verify the current account and organization context.
2. Review the visible status, instructions, and access boundaries before selecting an action.
3. Complete the action and confirm the success, error, or no-change message before leaving the page.

What you will accomplish

• See enabled tools, setup readiness, and clear unavailable states.
• Finish personal or organization setup when required.
• Switch organizations and reload the available application list.
• Open an application with the correct organization and access.

How to do it

1. Confirm the organization shown in the console header.
2. Finish setup if the page offers that action.
3. Choose Open on an enabled tool; if access is missing, ask an organization owner or administrator to review Tool access.

What you will accomplish

• Search applications by name or capability.
• Filter by platform component, category, status, or access state.
• Open an available application or review how to get access.
• Recover safely when checkout or application setup is unavailable.

How to do it

1. Open Browse applications and verify the current account and organization context.
2. Review the visible status, instructions, and access boundaries before selecting an action.
3. Complete the action and confirm the success, error, or no-change message before leaving the page.

What you will accomplish

• See AI-enabled tools available to the current organization.
• Distinguish available, plan-limited, connection-required, and review-required capabilities.
• Open the application that owns the work so you can review the result in context before acting on it.

How to do it

1. Open AI tools and verify the current account and organization context.
2. Review the visible status, instructions, and access boundaries before selecting an action.
3. Complete the action and confirm the success, error, or no-change message before leaving the page.

What you will accomplish

• See plan status, renewal information, and billing activity.
• Start an upgrade, customer portal, or cancellation-at-renewal flow.
• Keep the current plan when the billing service is unavailable.
• Confirm that failed billing actions leave the current plan unchanged.

How to do it

1. Open Workspace plan and verify the current account and organization context.
2. Review the visible status, instructions, and access boundaries before selecting an action.
3. Complete the action and confirm the success, error, or no-change message before leaving the page.

What you will accomplish

• Update the display name.
• Change the password after confirming the current password.
• Change the account email with reauthentication.
• Review multi-factor authentication and active security state when enabled.
• Permanently delete the account only after the required confirmations.

How to do it

1. Open the section for the setting you need.
2. Enter the required current password or confirmation phrase.
3. Submit once and verify the explicit success message; if an error appears, the existing setting remains unchanged.

What you will accomplish

• See membership, enabled tools, plan, invitations, and shared-service readiness.
• Navigate to team, tool access, billing, settings, or shared services.
• Keep organization work separated from account-level profile and platform administration.

How to do it

1. Open Organization overview and verify the current account and organization context.
2. Review the visible status, instructions, and access boundaries before selecting an action.
3. Complete the action and confirm the success, error, or no-change message before leaving the page.

What you will accomplish

• List current members and pending invitations.
• Invite a person with the organization role they need.
• Change an allowed role or remove a member without deleting the person’s OperatorOS identity.
• Protect the last owner or administrator and keep a history of membership changes.

How to do it

1. Open Team members and verify the current account and organization context.
2. Review the visible status, instructions, and access boundaries before selecting an action.
3. Complete the action and confirm the success, error, or no-change message before leaving the page.

What you will accomplish

• Review application availability, plan requirements, and current access.
• Enable or disable eligible application access.
• See why an application is unavailable, disabled, or waiting for a connection.
• Confirm that changes affect the selected organization only.

How to do it

1. Open Application access and verify the current account and organization context.
2. Review the visible status, instructions, and access boundaries before selecting an action.
3. Complete the action and confirm the success, error, or no-change message before leaving the page.

What you will accomplish

• Review the organization plan and enabled add-ons.
• Start approved checkout or customer-portal actions.
• See missing-price or billing-service problems before any charge.
• Keep module business payments separate from OperatorOS subscription billing.

How to do it

1. Open Billing and add-ons and verify the current account and organization context.
2. Review the visible status, instructions, and access boundaries before selecting an action.
3. Complete the action and confirm the success, error, or no-change message before leaving the page.

What you will accomplish

• Update allowed organization profile fields and operating defaults.
• Review organization status and workspace-specific settings.
• Confirm destructive or high-impact changes explicitly.
• Keep changes inside the selected organization and preserve activity history.

How to do it

1. Open Organization settings and verify the current account and organization context.
2. Review the visible status, instructions, and access boundaries before selecting an action.
3. Complete the action and confirm the success, error, or no-change message before leaving the page.

What you will accomplish

• Review the Business Directory, files, notifications, queued work, connections, usage, and activity.
• Configure approved service connections without exposing secret values.
• Inspect delivery or processing failures and retry work only when OperatorOS marks it safe to run again.
• Reuse shared business records across applications instead of entering the same information again.

How to do it

1. Open Shared services and verify the current account and organization context.
2. Review the visible status, instructions, and access boundaries before selecting an action.
3. Complete the action and confirm the success, error, or no-change message before leaving the page.

What you will accomplish

• Open an application from My Apps so OperatorOS can confirm the account, organization, role, and access.
• Use the My Apps action inside the application when you want to return.
• Sign out of the current application or choose sign out everywhere when you are finished on a shared device.
• If an application does not open, return to My Apps and try again. Ask an administrator to review your access if the problem continues.

How to do it

1. Open Open, return to, and sign out of an application and verify the current account and organization context.
2. Review the visible status, instructions, and access boundaries before selecting an action.
3. Complete the action and confirm the success, error, or no-change message before leaving the page.

What you will accomplish

• Search page names, functions, workflows, access notes, and paths.
• Select OperatorOS, Platform Command, or any catalog module.
• Open page-aware links from module Help buttons.
• Use the support email when the guide does not resolve the issue.

How to do it

1. Enter the name of the page, action, or error state in Search all help.
2. Choose a matching result or select a product from the guide index.
3. Expand the page guide, follow the workflow, and use Open this page when you are ready.