> ## Documentation Index
> Fetch the complete documentation index at: https://help.gostanna.com/llms.txt
> Use this file to discover all available pages before exploring further.

# First Login Guide

> Navigate Stanna like a pro from day one

## Accessing Stanna

1. Go to [app.gostanna.com](https://app.gostanna.com)
2. Enter your email and password
3. If you're part of multiple workspaces, select the appropriate one

## Your First Dashboard View

When you first log in, you'll see your personalized dashboard with:

* **Client Portfolio**: Your assigned clients and portfolio health
* **Tasks Due**: Upcoming actions and follow-ups
* **Recent Interactions**: Latest client communications
* **At-Risk Alerts**: Clients requiring immediate attention
* **Key Metrics**: Health scores, MRR trends, and renewal tracking

## Navigation Basics

### Main Navigation

* **Dashboard**: Your personalized home view
* **Clients**: Complete client directory and management
* **Tasks**: Action items and follow-ups
* **Insights**: Analytics and reporting
* **Integrations**: Connected tools and data sources
* **Settings**: Account and workspace configuration

### Quick Actions

Look for these shortcuts throughout the interface:

* **⌘K** (Ctrl+K): Open command palette for quick navigation
* **New Task**: Plus button to create tasks
* **Search**: Find clients, interactions, or data quickly

## Understanding Client Cards

Each client is displayed with key information at a glance:

<Info>
  **Client Health Score**: Ranges from 0-100, with red (0-40), yellow (41-70), and green (71-100) indicating risk levels.
</Info>

* **Sentiment Score**: Overall relationship health
* **Last Interaction**: Most recent touchpoint
* **MRR**: Monthly recurring revenue
* **Renewal Date**: Next contract milestone
* **CSM Owner**: Assigned customer success manager

## Setting Up Your Preferences

<Steps>
  <Step title="Notification Settings">
    Go to **Settings > Notifications** to configure:

    * Email alerts for at-risk clients
    * Task due reminders
    * Weekly digest preferences
  </Step>

  <Step title="Dashboard Customization">
    Customize your dashboard widgets by:

    * Clicking the gear icon in the top right
    * Selecting which metrics to display
    * Arranging widgets in your preferred order
  </Step>

  <Step title="Client View Preferences">
    Configure how you want to see client data:

    * Default sorting (by health score, MRR, etc.)
    * Visible columns in client lists
    * Filtering preferences
  </Step>
</Steps>

## Quick Win: Your First Actions

Get started with these simple tasks:

<Steps>
  <Step title="Ask Lars for Help">
    Press `⌘L` and ask: "Show me my at-risk clients"
  </Step>

  <Step title="Explore a Client Profile">
    Click any client name to see their health score, sentiment, and interaction history
  </Step>

  <Step title="Review Your Dashboard">
    Check your KPI cards, at-risk clients table, and sentiment trends
  </Step>

  <Step title="Create Your First Task">
    Click the "+" button or ask Lars: "Create a follow-up task for \[Client Name]"
  </Step>
</Steps>

<Tip>
  **Power User Tip**: Press `⌘K` to open the command palette for lightning-fast navigation
</Tip>

## Common First-Day Questions

<AccordionGroup>
  <Accordion title="Why don't I see all my clients?">
    If you're a CS Professional, you only see clients assigned to you. Directors and Leadership see the full portfolio. Check with your admin if assignments need adjusting.
  </Accordion>

  <Accordion title="How often does data sync?">
    Most integrations sync every 15-30 minutes. You can manually trigger a sync in Settings > Integrations if needed.
  </Accordion>

  <Accordion title="Can I customize my dashboard?">
    Yes! Click the gear icon in the top right of your dashboard to add, remove, or rearrange widgets.
  </Accordion>

  <Accordion title="What if sentiment scores seem wrong?">
    Sentiment analysis improves over time. You can manually adjust scores and provide feedback to help the AI learn your business context.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Dashboard Overview" icon="chart-line" href="/getting-started/dashboard-overview">
    Deep dive into dashboard features
  </Card>

  <Card title="Client Management" icon="users" href="/user-guides/cs-pro/client-management">
    Learn to manage your client portfolio
  </Card>
</CardGroup>