End-User Documentation¶

# Getting Started

Welcome! This guide helps you set up your account and start using [Product].

## Step 1: Create Your Account

1. Go to [product.com/signup](https://product.com/signup)
2. Enter your email address
3. Choose a password
4. Click **Create Account**

You'll receive a confirmation email within a few minutes.

## Step 2: Complete Your Profile

After confirming your email:

1. Click **Complete Profile**
2. Add your name and photo
3. Select your preferences
4. Click **Save**

## Step 3: Create Your First Project

Now you're ready to create a project...

# How to Export Your Data

Export your data as CSV, Excel, or PDF files.

## Export as CSV

1. Open the project you want to export
2. Click **File** > **Export**
3. Select **CSV** from the format dropdown
4. Choose which data to include
5. Click **Export**

Your file downloads automatically.

## Export as Excel

Follow the same steps, but select **Excel** in step 3.

Note: Excel exports preserve formatting and formulas.

# Dashboard Overview

Your dashboard shows key information at a glance.

## Dashboard Sections

### Activity Feed
Shows recent changes to your projects. Click any item to see details.

### Quick Stats
Displays your key metrics for the current week.

### Upcoming Tasks
Lists tasks due in the next 7 days. Click **View All** to see your full task list.

## Customizing Your Dashboard

Rearrange dashboard sections by dragging them to new positions.
Click the gear icon to add or remove sections.

# Troubleshooting Login Issues

## "Invalid password" error

**Try these steps:**

1. Check that Caps Lock is off
2. Try resetting your password
3. Clear your browser cache

## "Account locked" message

Your account locks after 5 failed login attempts.

**To unlock:**

1. Wait 15 minutes, then try again, or
2. Click **Forgot Password** to reset immediately

## Can't receive password reset email

- Check your spam folder
- Verify you're using the correct email
- Contact support if the email doesn't arrive within 10 minutes

# Managing Your Team

## Add a team member

1. Go to **Settings** > **Team**
2. Click **Add Member**
3. Enter their email address
4. Choose their role
5. Click **Send Invite**

## Change someone's role

1. Go to **Settings** > **Team**
2. Find the team member
3. Click their current role
4. Select the new role

## Remove a team member

1. Go to **Settings** > **Team**
2. Find the team member
3. Click **Remove**
4. Confirm removal

## Enable Two-Factor Authentication

Two-factor authentication adds an extra layer of security to your account.
Even if someone learns your password, they can't access your account
without your phone.

**To enable:**

1. Go to **Settings** > **Security**
2. Click **Enable 2FA**
3. Scan the QR code with your authenticator app
4. Enter the 6-digit code
5. Save your backup codes somewhere safe