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Help & Support

Getting Started

Your orientation to Kinabase

1. What is Kinabase?

Kinabase is a data platform for running your organisation's day-to-day operations. You build collections

to hold the things you track - clients, projects, equipment, orders - then use views, workflows, automations, tasks and reporting to manage the work around that data. AI features help you set things up and keep them moving, but you're always the one making the decisions.

This section gets you oriented: what the core concepts mean, how to get into Kinabase, how to find your way around, and how to create your first collection.

2. How these support docs are organised

The support site is organised by area of the product, roughly in the order you'll need it:

  • Getting started (you are here) - concepts, access, navigation, and your first collection.
  • Setting up - the admin checklist for configuring a new organisation: branding, users, roles, integrations, data import.
  • Your account - managing your own profile, sign-in, security and notifications.
  • Collections, Fields, Records, Views - the data model in depth.
  • Tasks, Activities, Calendar - day-to-day work tracking.
  • Workflows, Automations, Forms - building processes.
  • Reporting, Tools - dashboards, charts and data visualisation.
  • Files & documents, Emails, Portals, Integrations, Accounting - connecting Kinabase to the rest of your organisation.

Each section has an index page like this one, giving you an overview and links to every article in that area.

3. Your suggested learning path

If you're new to Kinabase, we recommend working through these in order:

1

Learn the core concepts

Understand how collections, records and fields fit together, and get a plain-English introduction to views, workflows, automations, forms, activities, tasks and portals.

Learn more
2

Access Kinabase

Find out how to reach Kinabase from your browser or the desktop app, and where to go to sign in.

Learn more
3

Find your way around

Get familiar with the navigation bar, the user and help menus, notifications, and global search (via the search bar or Command + K / Ctrl + K).

Learn more
4

Create your first collection

Follow a guided walkthrough to set up your first collection, using AI-powered suggestions or a manual setup.

Learn more
5

See where AI fits in

A tour of the AI features across Kinabase - from collection setup to Scan & Fill - and what they can and can't do.

Learn more

Setting up an organisation for your team? Once you've completed this section, head to Setting up for the full admin checklist - branding, users, roles, permissions and data import.

Need more help? Ask your System admin, or contact our support team via Help & Support.

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