# Getting started

> This chapter walks you through signing in, the layout of the app and the numbers on the Dashboard, and shows how to invite your teammates and what each role lets them do.

This chapter walks you through signing in, the layout of the app and the numbers on the **Dashboard**, and shows how to invite your teammates and what each role lets them do.

## How to sign in to Echo

You sign in to Echo with your upTools account. Your password, passkeys and two-factor authentication are managed in your upTools account, not in Echo.

1. Open the Echo sign-in page.
2. Click **Continue with upTools**.
3. Sign in to your upTools account. You then land back in Echo, on the **Dashboard**.

![The sign-in page with the Continue with upTools button](https://docs.uptools.io/_astro/01-getting-started-signin.DKVg7EV0_2hhRWR.webp)

> **Good to know**
>
> - Echo is invite-only. If you don't have access yet, ask the owner of the workspace for an invitation.
> - Use the **EN** and **HU** buttons in the top right corner of the sign-in page to switch language.
> - If you see **You don't have a workspace** after signing in, your account doesn't belong to any workspace yet. Ask for an invitation.

## How to accept an invitation

When a teammate invites you, you get an email with a link. The link works for 7 days.

1. Click the link in the invitation email. The **Join …** page opens with the workspace name, the name of the person who invited you and the email address the invitation is for.
2. If you aren't signed in, click **Sign in with your upTools account to accept** and sign in with the upTools account that has this email address. You come back to this page afterwards.
3. Click **Accept invitation**. Echo opens the **Dashboard** of your new workspace.

![The invitation page before signing in](https://docs.uptools.io/_astro/01-getting-started-invitation.DMhejBYI_Z2dBffp.webp)

> **Good to know**
>
> - You can only accept an invitation with the upTools account whose email address it was sent to. If you're signed in with another account, the page tells you. Use **Open your upTools account** to switch account there, then open the invitation link again.
> - If the link has expired, ask the person who invited you to resend the invitation.

## The layout of the app

![The Echo app on the Dashboard](https://docs.uptools.io/_astro/01-getting-started-layout.BIu76hdh_ZyLYhd.webp)

**The left menu**

At the top are the everyday areas: **Dashboard**, **Subscribers**, **Campaigns** and **Automations**. At the bottom are settings and tools: **Account settings**, **Integrations**, **File manager** and **My templates**. You only see the items your role gives you access to.

**The top bar**

- The leftmost button collapses or expands the left menu. Collapsed, only the icons show. On smaller screens the same button opens the menu.
- Next to it is the name of your workspace with your plan below it. Click it to switch workspaces.
- On the right, **Help** opens this guide in a new tab.
- Next to it, the bell shows your notifications.
- At the far right are your name and email address. Click them to open the user menu.

**The user menu**

![The user menu](https://docs.uptools.io/_astro/01-getting-started-user-menu.lvAIWa72_2cc4wS.webp)

| Menu item | What it does |
|---|---|
| **My profile** | Opens your own profile: your details, the language and your security settings. |
| **upTools account** | Opens your upTools account in a new tab, where you manage your name, password and two-factor authentication. |
| **Dark mode** | Switches the app to dark colours. Click again to switch back. |
| **Log out** | Signs you out of Echo on this device. |

> **Good to know**
>
> - **Dark mode** and the collapsed left menu are stored in your browser, so on another computer or browser you set them again.
> - You set the language of the app on the **My profile** page, on the **Language** card.

## How to switch workspaces

If you have access to more than one workspace, for example two shops, you switch between them in the top bar. Each workspace has its own subscribers, campaigns and settings.

1. Click the workspace name in the top bar.
2. In the **Workspaces** list, click the workspace you want to work in. The tick shows the current one.

![The workspace switcher with two workspaces](https://docs.uptools.io/_astro/01-getting-started-workspaces.DeT6lKvj_ZpHpyt.webp)

From then on Echo shows the data of the chosen workspace on every page.

> **Good to know**
>
> - Your role can differ from workspace to workspace. Something you can do in one may not be available in another.
> - If a workspace shows **Suspended**, you can't open it right now.

## How to read your notifications

The red number on the bell is the number of unread notifications. Echo refreshes it every minute.

1. Click the bell in the top bar.
2. Click a notification. A campaign notification opens the campaign's report, a finished import opens the import result.
3. When you've read them all, click **Mark all as read**.

![The Notifications list with sent campaigns](https://docs.uptools.io/_astro/01-getting-started-notifications.B2frwAyj_Z2dbohO.webp)

> **Good to know**
>
> - **Show older** at the bottom of the list loads older notifications.
> - Which teammates also get notifications by email is set on the **Email notifications** page, covered in the [Settings](https://docs.uptools.io/echo/user-guide/settings/) chapter.

## The Dashboard

The **Dashboard** shows the key numbers in one place: your last campaign, how your subscriber list changes, and how your campaigns and automations perform. You only see the parts your role gives you access to.

**Let's get you started**

In a new workspace, the **Let's get you started** list at the top shows four steps: your first email, your brand styles, your subscribers and your domain. Click a step's title to open its page, or tick it off with **Mark completed**. The list disappears when every step is done, or when you click **Dismiss checklist**.

**Last sent campaign**

![The Last sent campaign card](https://docs.uptools.io/_astro/01-getting-started-last-campaign.7pIYhrB6_2iRSwR.webp)

The card shows a thumbnail of your most recent campaign, its name, type and how long ago it went out. Next to it are the **Recipients**, the **Opened** and **Clicked** rates and the **CTOR**: the share of openers who clicked. **View report** opens the full campaign report, covered in the [Reports](https://docs.uptools.io/echo/user-guide/reports/) chapter.

**Performance overview**

At the top of the card are the period picker and the **Export** button. By default you see the last 30 days, in the workspace's time zone. For another period, click the dates, pick the first and the last day, then click **Apply**. You can pick up to 366 days.

![The Performance overview with the Subscribers part](https://docs.uptools.io/_astro/01-getting-started-performance.DIeMkuC9_ZyLq5r.webp)

The **Subscribers** part:

| Metric | What it means |
|---|---|
| **Total active subscribers** | How many active subscribers you have now. It doesn't depend on the period. |
| **New today** | How many people subscribed today. |
| **New this month** | How many people subscribed since the start of the month. |
| **New in this period** | How many people subscribed in the chosen period. |
| **Unsubscribed in this period** | How many people unsubscribed in the chosen period. |

Below them, the chart shows new and unsubscribed subscribers per day.

The **Campaigns** part:

![The Campaigns part with the Group and Folder filters](https://docs.uptools.io/_astro/01-getting-started-campaigns.Bt940Lna_ZJ5p3P.webp)

| Metric | What it means |
|---|---|
| **Emails sent** | How many campaign emails went out in the period. |
| **Unique opens** | How many recipients opened your emails, with the open rate below. |
| **Unique clicks** | How many recipients clicked in your emails, with the click rate below. |
| **CTOR** | The share of openers who clicked. |

Use the **Group** list to narrow the numbers to the recipients in one group, and the **Folder** list to the campaigns in one campaign folder. The chart shows unique opens and clicks per day.

The **Campaign performance by month sent** table sums up your campaigns per month: how many campaigns and emails went out, the open and click rates, how many people unsubscribed and how many spam complaints came in. You see the last six months by default, and **Show more** loads six earlier months. The **Group** and **Folder** filters apply to the table too.

![The Campaign performance by month sent table](https://docs.uptools.io/_astro/01-getting-started-months.DiOkTwd-_Z1NP6bw.webp)

The **Automations** part:

![The Automations part](https://docs.uptools.io/_astro/01-getting-started-automations.D91OBo6b_my30r.webp)

| Metric | What it means |
|---|---|
| **Active workflows** | How many automations are running now. |
| **In progress** | How many subscribers are going through an automation right now. |
| **Completed** | How many reached the end of an automation in the period. |
| **Emails sent** | How many automation emails went out in the period. |
| **Unsubscribed** | How many people unsubscribed from an automation email in the period. |

Here the **Group** list narrows the numbers to the automations that start when someone joins that group. Automations are covered in the [Automations](https://docs.uptools.io/echo/user-guide/automations/) chapter.

> **Good to know**
>
> - Campaign numbers count the activity in the period, and the rates compare it with the emails sent in the same period. If you sent a campaign before the period but its opens fall inside it, a rate can be 0% or over 100%.
> - The detailed numbers of a single campaign are in its report.

## How to export the Dashboard numbers

1. Click **Export** on the **Performance overview** card.
2. Next to **Period**, choose the period you want.
3. To see the change as well, tick **Compare to previous period**. The file then also has the numbers of the previous period of the same length and the change in percent.
4. Next to **Format**, choose **CSV** or **CSV for Excel**. Excel opens the Excel version with the right accented characters on a double-click.
5. Click **Download**.

![The Export performance dialog](https://docs.uptools.io/_astro/01-getting-started-export.CUR-8u-U_2cVhWC.webp)

> **Good to know**
>
> - The file has totals only, no subscriber data.
> - The export uses the **Group** and **Folder** filters set on the card. The dialog lists which filters apply.

## The My profile page

You open **My profile** from the user menu. It has two tabs: **Details** and **Security**.

![The Details tab of My profile](https://docs.uptools.io/_astro/01-getting-started-profile.BUqA07pZ_ZWRpn.webp)

**Details**

- **Your details**: your name and email address. They come from your upTools account, so you can't edit them here. Use the **Open your upTools account** link to change them, and Echo picks up the change the next time you sign in.
- **Language**: choose the language of the app with the **EN** and **HU** buttons. The setting applies to the device you're using.

**Security**

![The Security tab with two-factor authentication and sessions](https://docs.uptools.io/_astro/01-getting-started-profile-security.DtxJ1pVO_1jLWzS.webp)

- **Two-factor authentication**: shows whether your last sign-in used two-factor authentication. You turn it on in your upTools account, then sign in again.
- **Where you're logged in**: your Echo sessions with the device, IP address and times. **This device** marks the current one. Log out another device with **Log out** at the end of its row, or all the others at once with **Log out all other devices**.
- **Login history**: logins to your account in the last 90 days, with the result and the workspace.

> **Good to know**
>
> - Logging out of Echo only signs you out of Echo. To sign out of every upTools app, use your upTools account.
> - If you see a login in your **Login history** that wasn't you, change your password in your upTools account and turn on two-factor authentication.

## How to set up the company profile

The company profile holds the basics of your workspace: its name, website, time zone and your company details.

1. Click **Account settings** in the left menu. The **Company profile** page opens on the **Company profile** tab.
2. In the **Workspace** part, fill in **Workspace name**, **Website** and **Time zone**, and choose a **Time format**.
3. In the **Company details** part, fill in your company name and address.
4. Click **Save changes**.

![The Company profile page with the Workspace and Company details parts](https://docs.uptools.io/_astro/01-getting-started-company.BE8u8adw_ZFi5ET.webp)

> **Good to know**
>
> - Every report, the **Dashboard** and scheduled sending use the time zone.
> - Your company details appear in the footer of your emails, as anti-spam laws require. You see the same details on the **Default settings** tab. The other tabs are covered in the [Settings](https://docs.uptools.io/echo/user-guide/settings/) chapter.
> - You can change the company profile with a role that has Manage on Settings (Administrator, Manager).
> - At the bottom of the page, in the **Danger zone**, an Administrator can delete the workspace with **Delete workspace**. This removes its subscribers, campaigns, automations and files for good, and every member loses access at once. To confirm, you type the workspace's name, and you may be asked to sign in to your upTools account again.

## Roles

Each team member has one role, and it decides what they see and can do in the workspace. There are three built-in roles, which can't be changed.

| Role | What it can do |
|---|---|
| **Administrator** | Everything: campaigns, subscribers, automations, templates, settings, reports, exports and managing users. Only an Administrator can delete the workspace. |
| **Manager** | Everything except managing users and exports. Can't open the **Users** page and can't download subscriber or report exports. |
| **Viewer** | Reports only: the campaign and automation numbers on the **Dashboard** and the campaign reports. Can't change anything and can't see subscribers. |

If none of them fits a colleague, you can create a custom role and set the permission per area.

> **Good to know**
>
> - You see the roles, and how many members each one has, on the **Roles** tab of the **Users** page.
> - Whatever your role doesn't allow isn't offered: the menu item or button doesn't show.

## How to invite a teammate

1. Click **Account settings** in the left menu, then **Users** in the settings menu.
2. Click **Invite user**.
3. Enter your teammate's address in the **Email** field.
4. Choose their role in the **Role** list. A sentence below sums up what they can do with it.
5. Click **Send invitation**.

![The Invite a new user dialog](https://docs.uptools.io/_astro/01-getting-started-invite.CXLioidP_Z2g9Bj6.webp)

Your teammate gets an email with a link. Until they accept, you see the invitation in the **Pending invitations** table with its expiry date.

![The Users page with active users and a pending invitation](https://docs.uptools.io/_astro/01-getting-started-users.B9B36yLc_13l03U.webp)

> **Good to know**
>
> - You can send invitations with a role that has Manage on Users. Of the built-in roles, that's the Administrator.
> - You can't give a role that is stronger than your own.
> - An address can have only one pending invitation at a time, and you can't invite someone who is already a member.
> - If you see **Invitations are managed by the platform admin.** instead of the **Invite user** button, members don't send invitations in your workspace. Ask the platform admin for the invitation.

## How to manage your team

The **Users** tab of the **Users** page has two tables.

**Active users**

| Action | What it does |
|---|---|
| Role list | The role you choose in the row's **Role** list applies at once. |
| **Log out everywhere** | Ends all of the member's sessions at once, in every workspace. They can sign in again. Useful when a colleague has lost their laptop. |
| **Remove** | Takes the member out of the workspace, and they lose access at once. Their work, such as the campaigns they made, stays. |

The **2FA** column shows whether the member's last sign-in used two-factor authentication (**2FA on**) or not (**2FA off**).

**Pending invitations**

| Action | What it does |
|---|---|
| **Resend** | Sends a new link. The old link stops working, and the new one works for 7 days. |
| **Cancel invitation** | The invitation stops working and the link can't be used anymore. |

> **Good to know**
>
> - You can't remove the last Administrator or change their role, so the workspace always keeps someone who can manage it.
> - You can't change or remove a member whose role is stronger than yours.

## How to create a custom role

1. Open the **Roles** tab on the **Users** page.
2. Click **New role**.
3. Enter a name in **Role name**, for example "Content editor".
4. In the table, choose a level for each area: **None**, **View all** or **Manage**. The areas are **Campaigns**, **Subscribers**, **Automations**, **Templates**, **Settings**, **Reports**, **Users** and **Export**.
5. Click **Create role**.

![The Roles tab with the three built-in roles](https://docs.uptools.io/_astro/01-getting-started-roles.Bl9RCOex_Z10O78v.webp)

> **Good to know**
>
> - **View all** lets the member read, **Manage** also lets them create, change and delete.
> - You can't give a level above your own role's.
> - Change or delete a custom role with **Edit** and **Delete** at the end of its row. A role that members or pending invitations use can't be deleted.

## How to require two-factor authentication

When you turn this on, only people who signed in with two-factor authentication can use the workspace.

1. Open the **Security** tab on the **Users** page.
2. Turn on the **Require two-factor authentication** switch.

![The Security tab with the Require two-factor authentication switch](https://docs.uptools.io/_astro/01-getting-started-users-security.B68AaLv0_Z7U3mt.webp)

From then on, anyone who signs in without two-factor authentication sees **Two-factor authentication required**. With **Open your upTools account** they can turn it on in their upTools account, then come back with **Sign in again**.

> **Good to know**
>
> - Only someone with full Administrator permissions can change this setting.
> - You can only turn it on if you yourself signed in with two-factor authentication. If you didn't, turn it on in your upTools account first and sign in again.

## The Activity log

The **Activity log** tab of the **Users** page shows who did what in the workspace: logins, invitations, role changes, scheduling and deleting campaigns, settings changes and actions made through the API.

1. Open the **Activity log** tab on the **Users** page.
2. In the **Who** list, narrow it to one teammate, to **API tokens** or to **System**.
3. In the **Type** list, choose an area, for example **Users and roles** or **Campaigns**.
4. Set a period in the **From** and **To** fields.
5. Click **Details** at the end of a row to see the data of the action.

![The Activity log filtered to Users and roles](https://docs.uptools.io/_astro/01-getting-started-activity.D9mzKPPw_Z1fWLKC.webp)

> **Good to know**
>
> - You only see the **Activity log** tab with a role that has Manage on Users.
> - **Load more** at the bottom of the list loads older entries.

## FAQ

**Where do I change my password or my name?**
In your upTools account. In the user menu, click **upTools account**. Echo picks up your new name the next time you sign in.

**After signing in I see "You don't have a workspace". What should I do?**
Your account doesn't belong to a workspace yet. Ask the workspace's Administrator to invite you, and join with the link in the invitation email.

**I didn't get the invitation, or it expired. What now?**
Ask the person who invited you to click **Resend** in the **Pending invitations** table on the **Users** page. The new link works for 7 days. Check your spam folder too.

**A colleague left the company. How do I take away their access?**
Open **Users** under **Account settings** and click **Remove** in their row. Their access ends at once, and the campaigns and automations they made stay.

**Why can't I see the Subscribers menu?**
Your role gives you no access to subscribers, for example because you're a Viewer. Ask the workspace's Administrator to change your role.