Einblick Docs

Guides for your Einblick workspace.

These pages are sourced from the same docs package as the in-app Help Center.

Welcome

Getting started

Learn how to navigate Einblick, configure your workspace, and find support resources.

Sign In and Authentication

Learn how to sign in, create an account, reset your password, and secure your account.

Using the Help Center

Browse help articles, search by keyword, and open guides from the Help Center sidebar.

Account

Account

Manage your account preferences, appearance, notifications, and security settings.

Account Settings

Update your personal profile, sign-in email, language, and whether people outside your workspace can find you for direct chats.

Notification Settings

Control account-wide and workspace-specific notification channels.

Notifications

Control personal notification delivery and workspace defaults for assignments, deadlines, and other activity.

Administration

Workspace Settings

Configure workspace-wide settings, review subscription status, and manage accounting exports, dashboard rollout, roles, security, notifications, API access, newsletter sending, recruiting defaults, appearance, and organizational preferences.

Notification Defaults

Set workspace-level default notification channels for workspace-scoped events.

Workspace Integrations

Manage workspace-wide integrations such as email connections, mail automation, bank accounts, public API access, payment providers, and GitHub.

Einblick SDK In-Page Editing

Register external sites, understand framework support, and integrate Einblick in-page editing without breaking SSR or host-site caching.

Integrations

Manage workspace integrations and user connections that affect incoming mail automation, notifications, and calendar sync.

Dashboard

Dashboard

Customize personal and workspace dashboard layouts with widgets.

Communication

Chats

Use direct chats, group chats, attachments, record links, reactions, browser calls, and screen sharing.

Newsletters

Create targeted email campaigns with opt-in recipients, sender setup, scheduling, and delivery analytics.

Operations

Map

Visualize buildings, vehicles, tools, equipment, and organizations on a single map.

Work Orders

Track execution packages that can stand alone or sit under projects, with positions, phases, milestones, work times, and reports together.

Events

Create events, manage slots, review reservations, and understand how public links, festivals, buildings, and sync features fit together.

Festivals

Organize events into festivals with multi-day structure and analytics.

Festival Days

Define date-based festival days and review linked events in context.

Storage

Files

Browse, upload, preview, move, download, and share files and folders.

Organization

Groups

Create user groups for notifications, access control, and shared resources.

Invitations

Review workspace invitations, join from invitation links, and manage pending invites.

Personal Settings

My Connections

Connect your own accounts, mobile and desktop apps, and active sessions for calendar sync, Google linking, WakaTime work-time imports, and device-level integration behavior.

Sharing

Shares

Create public links for files and supported records, control access, and review incoming submissions.

Workflows

Business flow

Understand how projects, inquiries, offers, work orders, invoices, work times, and payments fit together without forcing a single rigid pipeline.

Importing and Exporting Data

Use shared imports and exports on supported list pages, plus specialized contacts, bank-transaction, and accounting workflows.

Versions

Review proposed changes before they are accepted into a live record.

Directory

Members

Manage workspace members, roles, invitation status, and membership access.

Organizations

Manage customer and partner organizations with contacts, projects, and financial records.

Contacts

Manage individual contacts, link them to organizations, and track interactions.

Project Management

Project pipeline overview

Follow a project from initial inquiry to final invoice, and learn how each stage connects to your data.

Planner

Use the planner to schedule projects, work orders, phases, and milestones in one Gantt view.

Phases

Phases are the editable timeline blocks inside the planner.

HR

Absences

Track and review employee absences with approvals and detail views.

Jobs

Publish job openings, collect applications, and run a lightweight recruiting workflow across internal review screens and public pages.

Time Tracking

Work Times

Log and review manual, timer-based, and imported work time entries.

Yearly Analysis

Review yearly work-time and absence totals by employee, month, and entry.

Sales

Inquiries

Capture customer inquiries, including email intake, and manage positions through to offers, work orders, and invoice drafts.

Products

Maintain a reusable product catalog with pricing, media, inventory, and quote or invoice line items.

Offers

Create formal proposals from inquiries, manage pricing, and convert accepted scope into work orders or invoice drafts.

Reference

Event & Festival Data Model

See how festivals, festival days, events, slots, reservations, buildings, artists, and public visibility fit together.

Finance

Invoices

Create, send, reconcile, and track outgoing invoices with issuer-specific numbering, PDF output, and payment matching.

Bank transactions and reconciliation

Connect bank accounts, import bank files, automatically match transactions to invoices, and reconcile your finances.

Incoming Invoices

Review supplier invoices, credit notes, and debit notes from email, uploads, or manual entry and track payment method and bank matching.

Financial Entries

Record manual income and expense postings such as taxes, insurance, or salary and keep their accounting impact traceable.

Collaboration

Pages

Write collaborative documents, import existing text, and reuse page content across tasks, offers, reports, and chats.

Boards

Create visual whiteboards for brainstorming, planning, and collaboration.

Planning

Calendar

See dated work in one place, including events, bookings, inspections, and task deadlines.

Publishing

Sites

Build managed multipage websites with draft editing, CMS bindings, forms, domains, and publishing.

Work Management

Tasks

Create, assign, organize, discuss, and complete operational work across task lists, project tabs, the dashboard, and the calendar.

Insights & Reporting

Reporting and insights

Build standardized reports, collect field evidence, and share insights with stakeholders.

Asset Management

Building directory

Centralize addresses, floor plans, and compliance data for every building you manage.

Fleet management

Monitor vehicle availability, maintenance schedules, and assignments in one place.

Equipment

Track large equipment, monitor condition, operating hours, and location.

Tools

Manage hand tools and portable powered tools in your inventory.

Inventory Management

Material inventory management

Structure your material catalog, capture supplier details, and keep reorder levels under control.

Material transactions

Capture inbound deliveries, withdrawals, and adjustments to keep stock levels accurate.