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How do I open and read notifications?

Short Answer: Click the bell icon to open the notifications pop-up, review each item’s title, message, and timestamp, then click View all notifications for the full list. Prerequisites 1. Be signed in to Everdone Steps 1. Click the bell icon at the top-right of the page. The notifications pop-up opens showing recent items. 2. Read each entry’s title, short message, and timestamp (e.g., “2 mins ago”). 3. Click View all notifications at the bottom to open the complete notifications page. 4. If no new items are available, you’ll see “You’re all caught up!” and “No new notifications at the moment.” Troubleshooting 1. I expected a notification, but the pop-up says “You’re all caught up!” - LikelyCause: There are no new notifications. - Action: Click View all notifications to review older items, or check again later. Note: Each entry shows a bold title, a short description, and a timestamp on the right.

Last updated on Oct 16, 2025

How do I log out?

How do I log out of Everdone from the top bar? Category: Top bar – Account Short Answer: Open your avatar menu (top-right), click Log out, then confirm in the dialog by clicking the red Log out button (or Cancel to stay signed in). Prerequisites 1. Be signed in to Everdone Steps 1. Click your avatar in the top-right to open the My account menu. 2. Click Log out. 3. In the confirmation dialog titled “Are you sure you want to log out?”, review the message “You’ll be signed out of your Everdone account.” 4. Click the red Log out to sign out, or Cancel to remain signed in. Troubleshooting 1. Clicking “Log out” doesn’t sign me out - LikelyCause: Modal or page script issue. - Action: Close the dialog, refresh the page, and try again. If it persists, sign out from another browser session. Note: The confirmation dialog uses the exact texts “Are you sure you want to log out?” and “You’ll be signed out of your Everdone account.

Last updated on Oct 16, 2025

How do I open my profile menu and switch organizations?

Short Answer: Click your avatar to open My account, then choose an org under Organizations. The active org shows a check mark. Prerequisites 1. Be signed in to Everdone Steps 1. Click your avatar (initials badge, e.g., “PS”) in the top-right. The My account menu opens. 2. Under Organizations, click the organization you want to switch to (e.g., Cointab, John Doe). The selected org becomes active. 3. Confirm a check mark appears next to the chosen organization. This indicates the current active org. 4. Click outside the menu (or pick another top-bar item) to close it. Troubleshooting 1. An organization I expect isn’t listed - LikelyCause: You’re not a member or you still need an invite. - Action: Ask an admin or the inviter to add you to that organization. Note: The My account menu lists all orgs you belong to; the active one is marked with a check.

Last updated on Oct 16, 2025

How do I open the Services menu?

Short Answer: Click the grid (apps) icon at the top-right to open the Services pop-up, then choose a service (e.g., CodeDoc) or click View all services. Prerequisites 1. Be signed in to Everdone Steps 1. Click the grid icon (3×3 squares) to the right of the search box. The Services pop-up opens. 2. Review the listed services (e.g., CodeDoc with its short description). 3. Click a visible service name (e.g., CodeDoc) to open it. 4. For more options, click View all services at the bottom of the pop-up. Troubleshooting 1. A service is labeled “Coming soon.” - LikelyCause: The feature isn’t released yet. - Action: Use an available service (e.g., CodeDoc) or select View all services to check status and details. Note: Currently visible items may include CodeDoc; others (e.g., DBDoc, ChangeLog, SecureCode) can appear as Coming soon.

Last updated on Oct 16, 2025

How do I search repositories and files?

Short Answer: Click the search box labeled “Search repositories and files…”, type your query, then choose a result under Repositories or Files. Prerequisites 1. Be signed in to Everdone Steps 1. Click the top-bar search box (placeholder: “Search repositories and files…”). The input focuses so you can type. 2. Type your query (e.g., Business). A results dropdown appears with sections like Repositories and Files. 3. Review matches (e.g., Business panel, Business panel 2, or /business_panel/business.js). Some items may show status pills such as Published or Draft. 4. Click the desired repository or file to open it. Troubleshooting 1. “No results found. Try a different repository or file.” - LikelyCause: No items match, a typo, or the item isn’t in your visible organizations. - Action: Check spelling, try alternate keywords, or use the exact repo/file name. 2. Search box doesn’t show results - LikelyCause: The field isn’t focused or another overlay is active. - Action: Click the “Search repositories and files…” box again, wait for the dropdown, then type your query. Note: Results are grouped under Repositories and Files and may include status pills (e.g., Published, Draft).

Last updated on Oct 16, 2025

How to proceed when you hit “Usage limit reached”

Short Answer: It means you’ve hit the free-usage cap (e.g., “You’ve used your 50 free files. Add credits to continue.”). Open the notification and use Add credits (or go to Settings > Billing > Wallet & top-up) to continue. Prerequisites 1. Be signed in and able to open Notifications Steps 1. Click the bell icon to open Notifications. 2. Find Usage limit reached and read the message (e.g., “You’ve used your 50 free files. Add credits to continue.”). 3. Click the Add credits action (if shown) to proceed directly to billing. 4. If no action link is shown, open your avatar > Settings > Billing > Wallet & top-up and add funds to your wallet. 5. Return to your workflow; usage should resume once credits are added. Troubleshooting 1. I can’t find where to add credits - LikelyCause: You don’t see the action link or billing is org-managed. - Action: Go to Settings > Billing > Wallet & top-up. If you don’t have access, ask your organization admin to add credits. 2. I added credits but still see the limit - LikelyCause: UI not refreshed yet. - Action: Refresh the page and retry. If it persists, confirm the wallet balance in Billing > Wallet & top-up. Note: The top-bar notification is informational; adding credits happens in Billing if no Add credits link is present.

Last updated on Oct 16, 2025

From Home, how do I navigate to Profile, Settings, and Help?

Short Answer: Click your avatar to open My account, then choose Profile, Settings, or Help from the menu. Prerequisites 1. Be signed in to Everdone Steps 1. Click your avatar (initials badge, e.g., “PS”) in the top-right. The My account menu opens. 2. Click Profile to view your account details. 3. Click Settings to open account/organization settings. 4. Click Help to access help resources. Troubleshooting 1. The menu doesn’t open - LikelyCause: The click didn’t register or another overlay is active. - Action: Click the avatar again, or dismiss any open overlay and retry. Note: The My account menu typically includes Profile, Organizations, Settings, Help, and Log out.

Last updated on Oct 16, 2025