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Welcome to Pike

Pike is your new workflow tool to handle everything from planning, managing and running projects successfully in one single powerful application. This guide will help you get started based on your user role in Pike. It includes what you will primarily use the platform for, links to helpful video walkthroughs, and how to reach out to support if needed.

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Getting Started

1

Access the Platform

Open Pike in your browser at app.usepike.com.
2

Check your invitation

Your administrator creates your user when they invite you. You do not need the invitation email to get started: if they can see you are invited in Pike, go to app.usepike.com and sign in. After you sign in, any pending workspace invitations appear so you can click Accept and join.Invites are often emailed from no-reply@updates.usepike.com; that message is optional if you already know you were added. If you expected an email and did not get one, check spam or ask your administrator to confirm the invite.Your email address on the user record still matters for sign-in: the one-time magic link is sent to that address when you use email-based login.
3

Sign in

Sign in with a one-time link to your email, or with Google or Microsoft, depending on what your workspace allows. After you have joined a workspace, you can keep using the same method (or the options your admin has enabled).
Microsoft and your first login: if you complete your first sign-in using the one-time email link, you cannot switch to Sign in with Microsoft on your own afterward. Contact support if you need Microsoft authentication after starting with the email link. If your company standardizes on Microsoft, confirm with your admin before you sign in the first time.

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Choose Your Role

Click on the role you have been assigned to get started:

Admin

Full platform access and system configuration

Project Manager

Project oversight and team management

Finance Manager

Financial oversight and budget management

HR Manager

Human resources and team administration

Basic User

Task execution and time tracking

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Admin

Your Role in Pike: As an Admin, you have full access to the platform. You will oversee user management, company settings, billing, integrations, and overall system configuration. You are responsible for maintaining the structure and efficiency of the workspace.

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What You Should Do

  • Invite and manage users - Control who has access to your workspace
  • Set up teams, customers, and project structures - Organize your company’s workflow
  • Customize project templates and budget preferences - Streamline project creation
  • Monitor overall performance and usage reports - Keep track of productivity metrics
  • Manage integrations - Connect Pike with your existing tools

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Project Manager

Your Role in Pike: As a Project Manager, your focus is on running projects, managing teams, tracking time and budgets, and ensuring deliverables are met. You have access to team and project-level tools.

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What You Should Do

  • Create and assign projects and tasks - Structure work for your team
  • Manage client and team communications - Keep everyone informed
  • Track time entries and team progress - Monitor project advancement
  • Approve submitted time and expenses - Validate team submissions
  • Generate project-specific reports and invoices - Create client deliverables

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Finance Manager

Your Role in Pike: As a Finance Manager, your focus is on financial oversight, budget management, invoicing, and ensuring the financial health of projects and the organization.

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What You Should Do

  • Monitor project budgets and profitability - Track financial performance
  • Generate and manage invoices - Handle client billing
  • Review and approve expenses - Validate financial submissions
  • Create financial reports - Provide insights to leadership
  • Set up pricing and billing structures - Establish financial frameworks

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HR Manager

Your Role in Pike: As an HR Manager, your focus is on employee management, resource allocation, performance tracking, and maintaining team efficiency across projects.

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What You Should Do

  • Manage employee profiles and roles - Maintain team information
  • Track employee time and productivity - Monitor performance metrics
  • Oversee resource allocation - Optimize team assignments
  • Generate HR reports - Provide workforce insights
  • Manage leave and availability - Track team capacity

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Basic User

Your Role in Pike: As a Basic User, your main responsibility is to log time, manage assigned tasks, and collaborate on deliverables. You have access to project details relevant to your assignments.

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What You Should Do

  • Log hours and track time - Record your work accurately
  • View assigned tasks and deadlines - Stay on top of your responsibilities
  • Submit expenses (if applicable) - Report project-related costs
  • Update task progress and communicate with managers - Keep your team informed

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Need Help?

If you have any questions or run into an issue, our support team is ready to help you.

Contact Form

Submit a support request online

Email Support

support@usepike.com

Support Channels

Slack, Telegram, Teams (Use any of these channels to get direct access)

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Email Support Format

When reaching out via email, please use the following format: 
Company name: [Your company name]
First and last name: [Your full name]
Your in-app user role: [Admin/Project Manager/Finance Manager/HR Manager/Basic User]
Message: [Your question or issue description]
Pro Tip: Include screenshots and specific error messages when reporting issues to help our support team assist you faster!