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Getting Started

This guide will help you take your first steps in Traiker Platform and set up your work environment.

System Access

1. Registration and Login

To access Traiker Platform:

  1. Go to https://app.traiker.com
  2. If it's your first time, click on "Sign Up"
  3. Complete the form with your data
  4. Verify your email
  5. Log in with your credentials

2. Initial Profile Setup

Once inside the system:

  • Complete your profile: Add your photo, contact information and preferences
  • Configure notifications: Set how and when you want to receive alerts
  • Select your timezone: So dates and times are displayed correctly

Workspace Configuration

Create Your First Project

  1. Click on "New Project" from the main panel
  2. Assign a descriptive name
  3. Define the category and purpose of the project
  4. Invite collaborators (optional)
  5. Configure basic permissions

For best results, organize your workspace like this:

My Project
├── 📁 Documents
│ ├── Contracts
│ ├── Invoices
│ └── Reports
├── 📁 Resources
│ ├── Images
│ └── Templates
└── 📁 Historical Archive

Main Interface

Control Panel

The Dashboard is your operations center where you'll find:

  • Activity summary: Quick view of recent actions
  • Pending tasks: List of items requiring your attention
  • Notifications: Important system alerts
  • Quick access: Most used functions
  • Home: Return to main dashboard
  • Projects: Access all your active projects
  • Files: Complete document management
  • Traceability: View process tracking
  • Settings: System and account settings

Next Steps

Now that you know the basics:

  1. Learn fundamental concepts
  2. Start managing files
  3. Set up traceability

Need additional help? Contact our support team.