Sign in
Accounts are managed by the BunnyCRM sign-in app. Sign in there, or create an account, and you are taken back here. Passwords, two-step verification and profile settings live in the sign-in app too.
Not sure how accounts work? See the sign-in app's guide to users.
Choose a workspace
Everything you see is scoped to the active workspace. If you belong to more than one, pick the one you want to work in before you start. Records from another workspace never show up in lists or searches.
If a page looks empty when you expect data, check first that the right workspace is selected.
Find your way around
| Where | What it is for |
|---|---|
| Dashboard | A summary of the areas your workspace uses, with quick links into each one. |
| Search | Find records by keyword, by id, or by tag. |
| Notifications | Messages and alerts addressed to you. |
| Activity logs | A history of who changed what and when. |
| Data | Import records from a file, or export them. |
| Trash bin | Deleted items, kept for 30 days before they are removed automatically. |
| Settings | Business profile, default values, personal preferences, and workspace configuration and features. |
Set up your workspace
- Open Settings and fill in the business profile, so documents and emails carry the right details.
- Review default values to pre-fill fields you set the same way every time.
- Turn on the features your team needs under workspace features.
- Adjust personal preferences for how BunnyCRM looks and behaves for you.
Next steps
Continue with working with records to learn how lists, forms and boards work.