Getting started
You need an Ennea account and organization membership. Shared terminals use the separate shop-floor account and device setup.
Join your organization
- Open the invitation sent to your email address. Sign in with that address, or create an account when prompted.
- Complete email verification if requested. If you are signed in as someone else, switch to the invited account.
- Accept the invitation and follow the subsequent sign-in guidance. You receive the access selected by the administrator.
- If the link is expired, cancelled, or already used, ask the inviter to check and resend it.
An account without organization membership is directed to the start flow. Follow an available invitation or create an organization if you are responsible for setting up a new workspace. Ask your administrator which path applies. Do not create another organization to work around a missing invitation.
Sign in and choose the workspace
Open Ennea, sign in, and complete any additional authentication requested. Use Forgot password if needed. Request a new reset link when the earlier one expires.
Check the site and environment in the header. Choose the workspace assigned to you. If no scope is available, ask an administrator to check membership and access. Each tab has its own confirmed context. Avoid switching scope while editing or approving a change.
Complete a first task
| Task | Starting point | Check the outcome |
|---|---|---|
| Understand an order | Konnie | Correct order and sources in the answer. |
| Enter a request or inspection | My Apps → assigned App | Successful submission and visible record. |
| Plan work | Orders and Planning | Correct order, work center, dates. |
| Execute production | Assigned shop-floor workspace | Progress on the intended order. |
| Configure a process | Operations Studio | Correct draft, preview, and publication state. |
Use an order that you can actually open: “Show the status and remaining quantity for production order [the exact saved order number] in this site. Read only.” Read proposed changes before confirming them.
Follow your role
| Role | First session | Completion evidence |
|---|---|---|
| Operator | Open your assigned App, check scope and perform the agreed training task. Use the reporting steps in Your first production order. | The intended order/record shows the saved result once. |
| Planner | Follow the setup and planning steps in Your first production order, then hand the exact order number to the operator. | Work is saved on the intended work center inside working time. |
| App builder | Complete Your first data collection App. | One request is stored, survives reopening and is visible only to the intended audience. |
| Administrator | Verify membership, scope and access; invite one training user, assign the App, and check permitted and denied access. | The invited user can complete their assigned task with their own account. |
The tutorials provide fictional identifiers and explicit setup. Your organization administrator supplies the Test workspace and training accounts; never assume demo records are preloaded. Use Imports when starting from a spreadsheet.
Personal settings and help
The account menu provides profile, account settings, and sign-out. The language control changes interface language; site regional settings are separate. Global search helps locate available pages and records. Navigation differs with access.
Before an operational change, check site/environment, record identifier, and permission. For missing pages see Roles and permissions; for failures see Troubleshooting and support.