> ## Documentation Index
> Fetch the complete documentation index at: https://docs.officeridge.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Sign in to OfficeRidge, choose your organization, and complete your first task.

Sign in, confirm you are working in the right organization, and find the module you need.

## Sign in

<Steps>
  <Step title="Open the app">
    Go to [app.officeridge.com](https://app.officeridge.com) and enter the email address your
    agency invited.
  </Step>

  <Step title="Enter your password">
    If your organization uses single sign-on, choose your SSO provider instead. Admins configure
    this in [Organization settings](/account/organization-settings).
  </Step>

  <Step title="Complete two-factor authentication">
    If two-factor is enabled on your account, enter the verification code. You can mark a device as
    trusted so it skips this step next time — see [Security](/account/security).
  </Step>
</Steps>

<Tip>
  Invited but never signed in? Use the link in your invitation email. If it has expired, ask an
  organization admin to re-send it from the organization team page.
</Tip>

## Confirm your organization and location

OfficeRidge scopes everything you see to one organization at a time, and often to one location
within it. Your active context decides which members, employees, and records appear.

* Belong to more than one agency? Use **Switch Organization** in the sidebar. See
  [Switch organization](/account/switch-organization).
* Working at a specific branch? Your active location filters location-scoped records. See
  [Location settings](/account/location-settings).

<Warning>
  If a member or employee you expect is missing, check your active organization and location before
  assuming the record was deleted. Wrong context is the most common cause.
</Warning>

## Find your way around

The left sidebar groups modules into seven sections that match this documentation:

| Section              | What lives there                                                                                             |
| -------------------- | ------------------------------------------------------------------------------------------------------------ |
| Overview             | Dashboard, Resources, Forms, Projects, Task Manager                                                          |
| Clinical             | Members, Intake, Scheduling, Care Plans                                                                      |
| Workforce            | Employees, Payroll, Time & Attendance                                                                        |
| Financial            | Billing, Finance                                                                                             |
| Compliance & Quality | Compliance, Licensing, Fraud & Ops                                                                           |
| Organization         | Corporate, Emergency Prep, Assets, Reports, CRM, Maps                                                        |
| Account              | Organization Settings, Location Settings, Subscription, Account, Security, Integrations, Switch Organization |

You will not see every item. The sidebar hides modules your role cannot reach and modules your
plan does not include. See [Roles and permissions](/getting-started/roles-and-permissions) and
[Plans and modules](/getting-started/plans-and-modules).

## Complete your first task

Pick the path that matches your job.

<Tabs>
  <Tab title="Add a member">
    <Steps>
      <Step title="Open Members">
        Go to **Clinical → Members**. The **Members** tab lists everyone your location serves.
      </Step>

      <Step title="Create the record">
        Choose the add action and complete the member's identifying and contact details.
      </Step>

      <Step title="Attach an authorization">
        Switch to the **Authorizations** tab and record the payer, approved units, and date span.
        Without this, visits cannot be billed.
      </Step>
    </Steps>

    Full walkthrough: [New member admission](/guides/new-member-admission).
  </Tab>

  <Tab title="Add an employee">
    <Steps>
      <Step title="Open Employees">
        Go to **Workforce → Employees**.
      </Step>

      <Step title="Create the record">
        Add the employee to the roster with their role and hire date.
      </Step>

      <Step title="Record credentials and checks">
        Use the **Credentials** and **Background Checks** tabs before assigning any visits.
      </Step>
    </Steps>

    Full walkthrough: [Credentialing a caregiver](/guides/credentialing-a-caregiver).
  </Tab>

  <Tab title="Review today's work">
    <Steps>
      <Step title="Open the Dashboard">
        The Dashboard shows Active Members, Tasks Due Today, and Critical Alerts.
      </Step>

      <Step title="Work your tasks">
        Go to **Overview → Task Manager** for recurring task rules and weekly rollups.
      </Step>
    </Steps>

    See [Dashboard](/dashboard) and [Task Manager](/tasks).
  </Tab>
</Tabs>

## Next steps

<CardGroup cols={2}>
  <Card title="Navigating OfficeRidge" icon="compass" href="/getting-started/navigating-officeridge">
    Learn the page layouts that repeat across every module.
  </Card>

  <Card title="Roles and permissions" icon="lock" href="/getting-started/roles-and-permissions">
    Find out why a module might not appear for you.
  </Card>
</CardGroup>