Getting started for new users

What is Kintone?

Kintone is a cloud-based, no-code business application development and deployment platform that provides communication, data, and business process management in one portal. Teams of all sizes can collaborate and solve business process inefficiencies by rapidly creating custom database and work flow-driven applications. Custom applications built with kintone range from CRM, Project Management, Asset Management, SCM, and much more. 
 
 
Logging In
 
You have either received a login name and password from your system administrator or you have created a password yourself if you signed up for the kintone free trial.

When you first log into kintone, you will see the home page. This is where maintenance notices are posted and on the left, you can select between kintone or Administration(if you are Admin permissions). To set up your environment and add your team members, click Administration. To access the main Portal, click kintone.
 
 
Welcome Announcement
 
The Administrator can edit the announcements on the portal Home page. All team members can see this announcement. Team members cannot edit this announcement unless they have been assigned Administrator privileges.

The Welcome announcement in the kintone free trial tells you about:
  • kintone tutorials link that opens the Tutorial space. A space is a workspace that the Administrator and users can create. You can see the tutorial threads and sample apps on the right side of the Home page.
  • build your own apps link that opens the thread for the tutorial for creating new apps.
  • Video Tutorials that help you learn about kintone functions. The videos are posted on kintone's YouTube channel.

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Portal Menu Bar
 
When you are logged into the portal you’ll see the portal menu bar across the top. On the left their are three icons, the Home Screen_Shot_2017-04-20_at_9.58.36_AM.png icon that brings you to the portal home, Notifications notification.PNG icon where you check notifications, and Bookmarks star.PNG icon for your bookmarked apps and search results. 
 
Quick Access Bar
 
Click show/hide left navigation to show the quick access bar. 
Click the icons in the quick access bar to view the portal Home, Spaces, Apps, and People pages.
 
Portal Home: View announcements and other content relevant to you.
Spaces page: A space is a workspace created by you or others, where you can collaborate with team members by viewing common information and exchanging messages. The Spaces page shows all workspaces you can access.
People page: View each team member’s personal wall. You can view profiles, upload a cover photo that appears at the top of your personal page, add comments, send messages, and initiate following others.
 
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Portal Settings Menu
 
Click the gear wheel gear_wheel.png to show the portal settings.
 
When logged into the portal with System Administrator privileges, the Settings menu contains the App Settings, Kintone Administration, and Users & System Administration options. When logged in to the portal with Administrator team member privileges, the Settings menu displays only the App Management, Personal Settings, Imported Files, and Exported Files options.
 
Apps & Spaces
 
The right side of the portal Home page shows the Assigned to Me section, Spaces, and Apps.
  • Assigned to Me: This area shows tasks assigned to you in apps.
  • Spaces: This area shows thumbnails of spaces within the portal. You can choose from the drop-down to view Joined Spaces (spaces you joined), Created Spaces (spaces you created), All Spaces or Guest Spaces (created for and limited to external guests).
  • Apps: This area shows thumbnails of apps in the portal.You can choose from the drop-down to view All Apps or Favorite Apps.
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