Start here
New to BackOffice? Read these three in order — about fifteen minutes total, and everything else in the guide will make sense afterwards.
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Core concepts
Workspaces, entities, records, fields and views — the six words the rest of the guide is built on.🚀Quick start
Go from an empty workspace to a working app with real data in it.🧭Navigating the app
The sidebar, global search, notifications, dark mode and switching workspaces.Everyday use
For anyone who works in a BackOffice workspace day to day — no admin rights needed.
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Working with records
Create, edit inline, open a full profile, attach files, comment and see history.🗂️Views & filters
Table, board, calendar and gallery views, plus filtering, sorting, columns, import and export.📊Dashboards & reports
Widgets, KPIs and goals on your home screen, and reports that arrive on a schedule.Building your workspace Admin
The builder side. These pages assume you have admin rights on the workspace — see Permissions & access if you’re not sure.
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Entities & fields
Design your data: every field type, relations between entities, and how views are configured.⚡Formulas & automations
Calculated fields, conditional rules, automation flows and approval steps.🔐Permissions & access
Roles, per-entity grants, field-level visibility and per-app module access.👥Members, teams & seats
Invite people, group them into teams, and understand how seats are counted and billed.📦Templates & apps
Install a ready-made workspace, add apps from the marketplace, and export your own.Connect & secure
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Integrations & API
Email, calendars, messaging channels, webhooks, inbound endpoints and API tokens.✨AI in BackOffice
What the assistant can do, where it appears, and how admins control who can use it.🛡️Security & your account
Two-factor auth, passkeys, sessions, the audit trail and your personal preferences.Reference
Can't find it?
This guide covers the core of BackOffice in depth; individual apps have their own pages in the app directory and on the product tour. If something’s still unclear, get in touch — gaps here are treated as bugs.