Guides

Product documentation for every Einblick module — the same content that powers the in-app Help Center.

Welcome

3

Getting startedLearn how the Einblick interface is laid out, take your first steps, and find help when you need it.Sign In and AuthenticationLearn how to sign in, create an account, reset your password, and secure your account.Using the Help CenterBrowse help articles, search by keyword, and open guides from the Help Center sidebar.

Account

4

AccountManage your profile, appearance, notifications, shortcuts, security, and connections.Account SettingsUpdate your personal profile, verified email addresses, language, and whether people outside your Workspace can find you for direct chats.Notification SettingsChoose notification channels and configure delivery on each browser, desktop installation, and mobile device.NotificationsControl personal notification delivery and Workspace defaults for assignments, deadlines, and other activity.

Administration

5

Workspace SettingsConfigure Workspace-wide settings, including event types, accounting exports, dashboards, roles, security, notifications, API access, and organizational defaults.Notification DefaultsSet Workspace-level default notification channels for Workspace-scoped events.Workspace IntegrationsManage Workspace-wide integrations such as email connections, mail automation, bank accounts, public API access, payment providers, and GitHub.Einblick SDK In-Page EditingRegister external sites, understand framework support, and integrate Einblick in-page editing without breaking SSR or host-site caching.IntegrationsManage Workspace integrations and user connections that affect incoming mail automation, notifications, and calendar sync.

Dashboard

1

DashboardCustomize personal and Workspace dashboard layouts with widgets.

Communication

3

ChatsUse direct chats, group chats, Workspace channels, attachments, mentions, reactions, browser calls, and screen sharing.NewslettersCreate targeted email campaigns with opt-in recipients, sender setup, scheduling, and delivery analytics.PodcastsCreate podcast shows and episodes, prepare RSS content, and manage distribution.

Toolbox

3

DMARC AnalyzerMonitor domains and review DMARC aggregate reports.Gradient CreatorBuild CSS gradients and export them as CSS, SVG, or PNG.SVG Wave GeneratorCreate layered SVG waves and export them as SVG or PNG.

Operations

7

MapVisualize buildings, vehicles, tools, equipment, and organizations on a single map.Work OrdersTrack execution packages that can stand alone or sit under projects, with positions, phases, milestones, tasks, work times, and reports together.EventsCreate events, manage slots, review reservations, and understand how public links, festivals, buildings, and sync features fit together.FestivalsOrganize events into festivals with multi-day structure and analytics.Festival DaysDefine date-based festival days and review linked events in context.FormsBuild shareable forms, collect public or Workspace-only responses, review submissions, and reuse forms in events and sites.Shipment TrackingReview physical shipments and delivery updates from incoming email or manual tracking links.

Storage

1

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

Organization

2

GroupsOrganize Workspace members for scheduling, permissions, notifications, reporting, and shared resources.InvitationsReview Workspace invitations, join from invitation links, and manage pending invites.

Personal Settings

1

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

Workflows

4

Business flowUnderstand how projects, inquiries, offers, work orders, invoices, work times, and payments fit together without forcing a single rigid pipeline.From purchase to inventory and assetsHow bills turn into material stock, product inventory, or fixed assets — and how production and depreciation post to the journal.Importing and Exporting DataMove data in and out of Einblick with the shared import/export workflow, plus the specialized contacts, bank-transaction, and accounting flows.VersionsReview proposed changes before they are accepted into a live record.

Directory

3

MembersManage Workspace members, roles, invitation status, and membership access.OrganizationsManage customer and partner organizations with contacts, projects, and financial records.ContactsManage individual contacts, link them to organizations, and track interactions.

Project Management

3

ProjectsBundle inquiries, quotes, work orders, invoices, tasks, work times, and files for one job in a single shared Workspace.PlannerUse the planner to schedule projects, work orders, phases, milestones, and task deadlines in one Gantt view.PhasesPhases are the editable timeline blocks inside the planner.

HR

2

AbsencesTrack and review employee absences with approvals and detail views.JobsPublish job openings, collect applications, and run a lightweight recruiting workflow across internal review screens and public pages.

Time Tracking

2

Work TimesLog hours manually, with the timer, or via import — then confirm, lock, and hand them off through monthly timesheets.Yearly AnalysisReview yearly work-time and absence totals by employee, month, and entry.

Sales

3

InquiriesCapture customer inquiries, including email intake, and manage positions through to offers, work orders, and invoice drafts.ProductsMaintain a reusable product catalog with pricing, media, inventory, and quote or invoice line items.OffersCreate formal proposals from inquiries, manage pricing, and convert accepted scope into work orders or invoice drafts.

Reference

1

Event & Festival Data ModelSee how festivals, festival days, events, slots, reservations, buildings, artists, and public visibility fit together.

Finance

4

InvoicesCreate, send, reconcile, and track outgoing invoices with issuer-specific numbering, PDF output, and payment matching.Bank transactions and reconciliationConnect bank accounts, import bank files, automatically match transactions to invoices, and reconcile your finances.Incoming InvoicesReview supplier invoices, credit notes, and debit notes from email, uploads, or manual entry and track payment method and bank matching.Financial EntriesRecord manual income and expense postings such as taxes, insurance, or salary and keep their accounting impact traceable.

Publishing

3

CMSDefine content collections, fields, records, and singleton content for APIs, Sites, and external editing.SitesBuild managed multipage websites with draft editing, CMS bindings, forms, domains, and publishing.Website AnalyticsRegister canonical websites, install cookieless analytics, manage origins and consent, and understand dashboard metrics.

Collaboration

2

PagesWrite collaborative documents, import existing text, and reuse page content across tasks, offers, reports, and chats.BoardsCreate visual whiteboards for brainstorming, planning, and collaboration.

Planning

1

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

Work Management

2

TasksCreate, assign, organize, automate, and complete work — from task lists, project tabs, calendar, incoming email, or a Trello import.AutomationsBuild, publish, activate, and monitor Workspace rules across supported collections.

Insights & Reporting

1

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

Asset Management

5

BuildingsMaintain building details, related records, files, and credited roles in one place.Asset RegisterTrack fixed assets, depreciation schedules, book value, and disposals.Fleet managementMonitor vehicle availability, maintenance schedules, and assignments in one place.EquipmentTrack large equipment, monitor condition, operating hours, and location.ToolsManage hand tools and portable powered tools in your inventory.

Inventory Management

3

Material inventory managementStructure your material catalog, capture supplier details, and keep reorder levels under control.Material transactionsCapture inbound deliveries, withdrawals, and adjustments to keep stock levels accurate.ProductionConsume materials and serialized units, roll up production costs, and book finished product stock.