> ## Documentation Index
> Fetch the complete documentation index at: https://usepike.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Getting started
> Get started with Pike based on your user role
# 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.
## Getting Started
Open Pike in your browser at [**app.usepike.com**](https://app.usepike.com).
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](https://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](mailto: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.
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](mailto:support@usepike.com) 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.
## Choose Your Role
Click on the role you have been assigned to get started:
Full platform access and system configuration
Project oversight and team management
Financial oversight and budget management
Human resources and team administration
Task execution and time tracking
***
## 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.
### 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
***
## 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.
### 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
***
## 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.
### 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
***
## 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.
### 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
***
## 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.
### 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
***
## Need Help?
If you have any questions or run into an issue, our support team is ready to
help you.
Submit a support request online
[support@usepike.com](mailto:support@usepike.com)
Slack, Telegram, Teams (Use any of these channels to get direct access)
### 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!