Your first time in Futuh

Your first time in Futuh

This page walks you through your first entry to Futuh. By the end you will have logged in, recognized the main dashboard, and opened your first module. Estimated time: 10 minutes.

Before you start

• Your administrator has created a user for you and sent you the URL of your instance and your initial credentials by email.
• You need an up-to-date browser (Firefox, Chrome, Safari, or Edge).
• If you have not received the email, check your spam folder or contact your administrator.

Log in to your instance

1. Open the URL of your instance that you received by email. It will look something like https://your-organization-name.futuh.coop or a custom domain belonging to your entity.

2. You will see the login screen with two fields: Email and Password.

3. Enter the email and initial password your administrator sent you.

4. Click Log in.

5. If this is your first time, Futuh will ask you to change your password. Choose a strong new password and save it in a secure password manager.

[VERIFY: capturar pantalla del login real cuando exista instancia demo pública estable]

If the password does not work

Click Forgot your password? below the form. You will receive an email with a link to reset it. If it does not arrive within 5 minutes, contact your administrator.

Recognize the dashboard

After logging in you arrive at the main screen, also called the app drawer. It is the grid showing all the applications available in your instance.

1. Look at the central grid: each square icon is an application. You will see cards for modules such as Projects, Contacts, CRM, Gestión de ayudas, Radar, and others depending on the bundle installed.

2. Find the top bar. On the left is the Futuh logo and a dropdown menu with all applications. On the right you will see your name, the messages icon, and the notifications icon.

3. Verify that your name or initial appears in the top-right corner. If it does, your session is active.

4. Count how many cards you have in the grid. That number depends on the bundle your administrator configured for your organization. [VERIFY: número exacto varía por instancia]

[VERIFY: capturar pantalla del app drawer con anotaciones]

Open your first module

Let us open the Contacts module — present in every Futuh instance — to get familiar with how modules are navigated.

1. Click the Contacts icon in the main grid.

2. You will see a list view with the contacts in your organization (people and companies). If your organization has just installed Futuh, the list may be empty or contain only a few test contacts.

3. Find the New button in the top-left corner. Click it.

4. A blank form appears with fields such as Name, Company, Email, Phone.

5. Close the form without saving by clicking the discard icon (trash or back arrow). You are not creating the contact yet; you just wanted to recognize the flow.

6. Return to the main screen by clicking the Futuh logo or the applications icon in the top bar.

[VERIFY: capturar la vista de lista de Contactos y el formulario de creación]

Say hello to Silvio

If your instance has Silvio enabled, you can ask it your first question to check that it responds.

1. Find the chat icon in the bottom-right corner or in the top bar. [VERIFY: ubicación exacta del lanzador Silvio según despliegue]

2. Click it. A conversation window opens.

3. Type: Hello Silvio, what modules does this instance have?

4. You will see the response in a few seconds. Silvio will list the active modules.

If Silvio does not appear, your instance does not have the module enabled yet. That is not an error on your part. Ask your administrator.

Log out

1. Click your name or avatar in the top-right corner.

2. Select Log out from the dropdown menu.

3. You will return to the login screen. Your session is closed.

What you have done

You have logged in to your instance, recognized the dashboard, opened and closed a module, and logged out cleanly. You now have the basic navigation mechanics.

Next steps

• Product map: discover what modules your instance has and what each one is for.
• Glossary: terms you will encounter from here on.
• Ask your administrator which module you should use first based on your role in the organization.