User Manual

Getting Started

Kanso runs an ISO 9001 quality system and a Lean Six Sigma program in one workspace, with an AI copilot that works from your own records. This page covers your first sign-in, onboarding, and getting to the right workspace.

Joining from an invitation

Most people arrive in Kanso through an invitation. When an administrator adds you to a workspace, you receive an email with a join link. Open the link to begin. There is nothing to download or install.

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Open the email
Find the invitation in your inbox and click the join link it contains.
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Set your password
The link takes you to a page where you set your password for the first time. Choose a password you will remember, since you will use it every time you sign in.
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Sign in
Once your password is set, sign in with your email address and the password you just created.

Tip:Keep the invitation email until you have signed in successfully. If the link expires before you use it, ask your administrator to send a fresh invitation.

Completing onboarding

The first time you sign in, Kanso guides you through a short onboarding flow so your account reflects who you are and where you work. This only happens once.

Confirm your role, so Kanso knows how you fit into the quality program.
Fill in your profile details.
Choose your department.

When onboarding is finished, you land directly in your workspace and are ready to start working. Until you complete these steps, your account is not yet fully set up.

Creating a new workspace

If you are not joining an existing team but instead starting fresh, Kanso gives you a workspace-creation flow rather than the invitation onboarding. This path sets up a brand-new workspace for you and your organization. Follow the prompts to establish the workspace, and you will land inside it once it is ready.

Moving between workspaces

Some people belong to more than one workspace. When that is the case, a workspace switcher in your profile lets you move between them without signing out. Open your profile and select the workspace you want to work in.

Note:If you belong to only one workspace, you will not see a switcher. Kanso keeps you in the workspace you were invited to.

Managing your password

Your password protects everything in your workspace, so it is worth knowing how to reset or change it.

If you cannot sign in, use the Forgot password? option on the login page to reset it.
To change your password later, open your profile settings and update it there.

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