Signing In and Getting Around
Sign in, choose a account, and find your way around the Console.
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Explanation
- Getting Around the Console
Every Rhythm application opens in a Console that shares the same frame, with the top bar, application list, account name, recent records, side menu, and warnings.
- How the Console Decides What You Can See
Why a Console page, button, application, or menu entry is refused, greyed out, or missing.
How-To
- Sign In and Choose Your Account
How signing in to a Rhythm Console works, how Rhythm picks the organization (account) you start in, what to do when you are sent to sign in again or land in the wrong place, and how to sign out.
- Switch to Another Account or Sandbox
Use the account switcher in the Console's top bar to move to your sandbox or another of your organization's accounts without signing out, and learn why a switch can be refused.
- Move Between Applications and Recent Records
Open another application from the application list, return to a record you looked at earlier from Recently Visited Records, and understand why a record link or a bookmark can take you into a different application's Console.
- Use the Console Home Page
What the Console home page shows you (your greeting, your most urgent open tasks, announcements, and your organization's overview dashboard), what you can change, and how to refresh a training sandbox from it.
- Use the User Menu: Privacy Mode, Record Filter, and Tips
The menu under your name in the Console's top bar holds your personal switches (privacy mode, showing inactive records, opening applications in a new tab), brings dismissed tips back, and leads to tasks, your password, and sign-out.
Troubleshooting
- I Get "Access Denied" or a Button Is Greyed Out
What to do when the Console refuses a page, keeps a button greyed out, or will not open an application or account, how to read the permission the message names, and why a newly granted permission can take a few minutes to work.