Where should a new representative start?
Start with Getting Started, then review Agenda, Routes, HCP Directory, Notifications, and My Account.
Reference
Frequently asked questions
Use these short answers when you need the next pointer quickly before opening a deeper module guide.
Why does an analytics page show a managed-only or unavailable notice?
Some managed analytics surfaces do not calculate business-intelligence views in the customer-hosted runtime. Continue through reports or the source modules that own the operational records.
How do I know whether a task belongs in Notifications or another module?
Notifications is the inbox. The final action usually happens in the owning module such as Planning, Compliance, Orders, or Expenses.
What is the difference between My Account and Organization Settings?
My Account changes personal language and interface preferences. Organization Settings changes supported configuration for the selected organization.
Where can I review connector or mapping blockers?
Use Data Operations for connector readiness and issue queues, and use the Admin integration lanes for governed setup and mapping contracts.
How are coverage handoffs documented?
Coverage, substitution, and delegated approvals are documented in the Planning family through the Availability & Continuity console, and some of that context is reflected in My Account.