Getting started
Everything in Ferrith happens inside a workspace, your organisation's private space, with its own members, documents, and settings. This page takes you from the invitation email to knowing your way around.
Your invitation and first sign-in
You join a workspace in one of two ways: an admin invites you, or you bought the subscription, in which case you are the workspace's Owner and the sign-in below is yours too.
- Look for an email from Ferrith's identity service asking you to set up your account. It goes to the address your admin entered. Check spam if it hasn't arrived, or ask your admin to resend the invitation.
- Follow the link and set up how you sign in. Multi-factor authentication is required and you'll register a second factor (such as an authenticator app) as part of setup.
- Sign in at your workspace's address,
https://chat.ferrith.ai. Your invitation is applied automatically on your first sign-in.
If you sign in and see a "you don't have a workspace yet" message, your account exists but no invitation is waiting for it, usually because the invite was sent to a different address. Ask your workspace admin to invite the address you signed in with.
The workspace: members, admins, and the Owner
| Who | What they can do |
|---|---|
| Member | Chat, work with documents they can see, use agents, start workflows, use analysis grids, draft documents |
| Admin | Everything a member can, plus manage members, folders and access, workspace settings, and API keys |
| Owner | The admin who holds the subscription. Only the Owner can export the whole workspace's data or manage the plan in the account portal |
Admins can also grant individual members extra abilities without making them admins:
- Author agents — create and edit agents.
- Author workflows — create and edit workflows.
- Author documents — maintain the drafting library documents are produced from.
Admins hold all of these implicitly. If a button or page described in this guide isn't visible to you, you likely don't have the matching role or grant, the guide notes who each feature is for.
Your profile
Open your profile from your initials in the top corner:
- Appearance — switch the theme.
- Identity — the name and email you signed in with, and your workspace's name.
- Account — for admins, a link to the account portal where the subscription and billing live.
- Sign out.
The help assistant
The ? button opens the built-in help assistant. It knows the screen you're on, ask it "what does this setting do" or "how do I add a column here" and it answers in context. On the workflow screens it knows the full workflow language and reads the workflow you're editing, so it can explain any field or draft configuration for you. The panel header says what it can see on the current page.
Conversations with the help assistant are not stored, closing the panel forgets them. Where you see a small lightbulb next to a text box (the chat composer, an agent's instructions, a grid question), it offers to improve what you've drafted.
Getting support
If the guide and the help assistant don't answer it, email support@ferrith.com. We reply within one business day, Monday to Friday. Include your workspace name and, if it's about a specific error, the reference code from the error message, the code lets us find what happened without you sharing any of your content.