Sign in and the workspace home

This page covers your first minutes in Turtle AI Coworker: creating an account, signing in, creating your organization and first workspace, and reading the dashboard. It also explains the left navigation and how to switch between organizations and workspaces.

Read it once when you join. Come back to the last sections when you start working across several workspaces or organizations.

Step by step

1. Create your account

   Go to the sign-in page and choose the Create account tab. Either clickSign up with Google, or fill in Full name, Work emailand a Password of at least 8 characters, then click Create account. You can also tick a box to receive occasional product news; it is off unless you tick it. Creating an account means you agree to the Terms of Service and Privacy Policy linked under the button.

   app.turtleaicoworker.com/signup

   

2. Confirm your email

   If you signed up with email, open the confirmation email and click the link. You must confirm your address before you can sign in. If the link has expired or you cannot find the email, try to sign in: the page offers Send a new link. Use the newest email, because a new link replaces the old one.

3. Sign in

   On the Sign in tab, click Sign in with Google, or enter yourWork email and Password and click Sign in. TickKeep me signed in for 30 days on a device you trust. If your account has two-factor authentication turned on, you are then asked for the 6-digit code from your authenticator app, or one of your backup codes.

   app.turtleaicoworker.com/signin

   

4. Reset a forgotten password

   Click Forgot password? above the password field. Enter your Emailand click Send Reset Link. You see Check your email; open the email and follow the link to set a new password. Click to resend sends the email again.

   

5. Create your organization and first workspace

   The first time you sign in without an organization, two short steps follow. Step 1 of 2, Create your organization: type the Organization name(usually your company) and click Create organization. Step 2 of 2,Create your workspace: type a Workspace name, for example the department that will use it, and click Create workspace. You can add more workspaces later. If a colleague invited you, open their invite link instead and you join their organization.

6. Meet the Assistant

   While your workspace loads you see Preparing your workspace. In a new, empty workspace, the Assistant opens on its own the first time, so you can describe your work and have it set things up. You can leave it at any time with the left navigation; it stays under Assistant whenever you want it back.

7. Use the dashboard in a new workspace

   Click Dashboard in the left navigation. While your workspace is empty, the dashboard is a setup guide. Getting started is a row of short tutorial videos. The welcome card offers Browse templates. The 5-step setup list walks you throughConnect your organization, Connect a tool (Connect),Add data (Import), Hire your first AI Employee(Hire) and Run your first task, which shows as Locked until the earlier steps are done. Connect takes you to Tools, Import to Tables andHire to Solution Packs, and each step ticks itself off when it is done. Below the list, Or start from a solution pack shows packs you can install.

   app.turtleaicoworker.com/dashboard

   

   

8. Read the dashboard once work is running

   Once your organization has workers, the dashboard becomes a summary of the whole organization. The top line says how many workspaces and people you have, the outcomes delivered this month and the spend against budget. The strip below shows Active workspaces,Members, Workflows running, Pending approvals,Spend MTD and Failures 24h.

   app.turtleaicoworker.com/dashboard

   

   Needs your attention lists things that need a person, such as an expired tool connection (Reconnect) or a circuit breaker event (Acknowledge,Open compliance). You can snooze one item or use Snooze all.Approvals lists tool calls waiting for a decision, each withApprove and Deny. On the right, Spend & budget shows this month's spend, the forecast and each workspace's share, and Conversations shows chat activity and the top topics of the week. Live feed lists recent runs, tasks, sessions and trigger firings, with a Filter.

   

   Workspaces shows one card per workspace, sorted so the ones with anAttention badge come first. Each card shows Outcomes MTD,Pending, Spend against its budget and Errors 7D. TheAdd a workspace card has a New button.

   

   System health & usage ends the page. Resource health lists workers with their run counts and failure rates. Top tool calls shows the most used tool calls of the last 30 days, marked R for reads and W for writes, with their failures.Compliance posture summarizes PII redaction, active policy rules and circuit breaker events, with a workspace filter and Export audit report.

   

9. Find your way with the left navigation

   The left navigation is the same on every page. At the top is the organization card with your current workspace under the name. The sections below it are listed in the reference table at the end of this page. At the bottom, owners and admins see the plan card with the runs left this period and anUpgrade link, and everyone sees their own name with a sign-out button. At the top right of each page are the help button and the notifications bell.

   

10. Switch or create an organization

    Click the organization card at the top of the left navigation. Under Switch organization, pick another organization you belong to; a check mark shows the current one. Click Create organization, type the Organization Name and clickCreate to add a new one.

    

    

11. Switch, create and manage workspaces

    Pages that work on one workspace, such as Agents, Tables or Solution Packs, have a workspace picker at the top right. Open it and pick a workspace to switch. Create New opensCreate Workspace, where you enter a Name and an optionalDescription and click Create Workspace. Manage opensManage Workspaces: use the three-dot menu next to a workspace to Editor Delete it.

    

    

Navigation reference

Related

• The Assistant
• Quickstart: your first agent
• Organizations & workspaces
• Users & roles
• Core concepts & glossary