eddy.docs
ActiveOwner: Eddy WorksUpdated: 27 Jul 2026

Getting Started

Sign up, open the dashboard, and create your first workspace and Map.

Landing Page

The first screen is Eddy's sign-in page.

Eddy Landing Page

Click "Login or Sign Up to Continue" to sign in.

Authentication

After clicking "Login or Sign Up to Continue", Eddy opens the authentication page.

Auth0 Login Page

Choose one of two sign-in methods:

  1. Continue with Google — sign in with a Google account
  2. Email address — enter your email and click Continue to receive a passwordless sign-in link

If you don't have an account yet, click the "Sign up" link to create one.

Home Dashboard

After logging in, you'll land on your home dashboard.

Home Dashboard

The dashboard shows:

  • Welcome card — dismissible links to the tools you use first
  • Recent Visits — workspaces and Maps you've recently viewed (appears once you have activity)
  • Navigation bar — Sessions, profile, notifications, help, and logout

To get started, open the list of your Organizations from the sidebar.

Organizations list

You will see your available Organizations and the workspaces within them. Click directly into the workspace that was created for you at signup.

For Organization dashboards, membership, and permissions, see Organizations.

Workspace Dashboard

Each workspace has its own dashboard. For now, it will be empty, but once you have active maps, it will show live status at a glance.

Workspace Overview

The workspace dashboard includes:

  • Session health — active, stale, and completed-today counts
  • Most active — Maps with the most running Sessions
  • Needs attention — Maps with stale Sessions
  • Members — who belongs to this workspace
  • Recent activity — latest Session and Map events

Inviting a Member

To invite someone, click Members in the side navigation.

Members Page

Click the "Invite Member" button in the top bar to open the invitation form.

Invite Member Dialog

To invite a new member:

  1. Enter their email address in the Email field
  2. Optionally add a comment to include with the invitation
  3. Click Invite to send the invitation

The invited person receives an email with a link to join. Track pending invitations under Invitations. For membership and removal, see Membership.

Creating a Map

From an empty workspace, click Create map in the center of the dashboard. You can also use the + button in the top bar or navigate to Maps in the sidebar.

New map Dialog

Choose how to create your Map:

  • Blank map - Build from scratch
  • Templates - Use a pre-built template
  • Copy Existing - Duplicate a Map you have editing access to
  • Upload File - Import an existing Map file

Select "Blank Map" to reveal the Map details form.

Map Details Form

Fill in:

  • Name - Give your Map a descriptive name
  • Description - Explain what this Map does
  • Create default Sheet - Recommended option that creates a linked data sheet

Click Save to create your Map. You'll be redirected to the Map Builder.

Next steps: See Your First Map for the builder walkthrough.

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