Find your way around Roleway

Use the Workspace switcher, search, views, and the product tour.

Before you start

A signed-in account with onboarding completed.

Choose the Workspace you want to work in using navigation. Open Home, Inbox, Opportunities, Interviews, Contacts or Documents for that search.
Use the search control to find records in the active Workspace. Open a result and check its context before editing.
On Opportunities, use List for focused review and Board when stage organization is useful. Use available filters to narrow the view.
Open Agent, Insights or Notifications for account-wide context. On mobile, use bottom navigation and More to reach additional pages.
To revisit the introduction, open Settings → Profile and select Restart tour.

You can find a record and know whether the current page is Workspace-scoped or account-wide.

If search looks incomplete, check the active Workspace and spelling before creating a duplicate.
Filters may hide existing work. Clear them or switch back to the default view.