Getting Started

This tutorial walks you through your first time using Danvas from scratch. By the end you'll have set up your profile, completed onboarding, and filed your first shift report.

Time to complete: ~10 minutes

Step 1: Sign InCopy Anchor Link

Open the link your administrator sent you and sign in with the email address they registered. Danvas is invitation-only — there is no self-service sign-up, and an email that happens to be on the staff roster does not by itself create an account. If you sign in without an invitation you will land on a page that says what is actually wrong — not invited yet, an invitation that never finished, access turned off, or a sign-in that no longer matches your account — and names the one next step for that case.

1. Check your email for an invitation from Danvas (via Clerk). If you don't see it, check spam.
2. Click the magic link or enter the temporary password.
3. Set a password if prompted, or continue with Google/GitHub SSO if your organization uses it.

If you can't sign in, ask your admin to verify your account is active. That page also shows a short reference code (CF- followed by eight characters). It identifies nothing about you on its own, and quoting it lets your administrator find the matching server record straight away.

Step 2: Complete OnboardingCopy Anchor Link

After your first sign-in, you'll see a short onboarding wizard. It only appears once.

Step 1 — Profile & contact:

1. Upload a profile photo — tap Upload Photo and choose an image (JPG, PNG, GIF, or WebP). Your photo shows up next to your name on shift reports and Hero of the Shift — it helps your team recognize you. Optional, but worth doing now.
2. Enter your phone number — used for push notifications about your shifts. Optional.
3. Tap Continue.

Step 2 — Install on your phone:

Danvas works best as an installed app on your phone. Pick the tab that matches your device:

• iPhone (Safari): tap the Share button → Add to Home Screen → Add.
• Android (Chrome): tap the menu (⋮) → Install app → confirm.

Tap Get started when you're done. You'll land on your dashboard.

You can skip any step with the Skip button — the wizard will not show again. You can upload a photo, change your phone number, or install the app later from Settings. Your password, email address, and two-factor authentication live one level down, under Settings → Sign-in & Security.

Step 3: Find Your Home ScreenCopy Anchor Link

Your home screen depends on role:

• Staff land on Today — upcoming shifts, line-up acknowledgments, and pending tasks.
• Managers and admins land on Shift Console — KPI ribbon, staff overview, and recent activity.

Tip: Bookmark your home URL so you can return quickly.

Step 4: Join Your First ShiftCopy Anchor Link

When your shift starts, open Service Day → Tasks (or use shortcuts from Today).

1. Review line-up briefings — check Service Day → Line-Up for today's goals and announcements (published cards only).
2. Acknowledge the briefing if you're on the roster — confirms you've read it.
3. Work shift tasks — check items off as you complete them.

Step 5: File Your First Shift ReportCopy Anchor Link

Before you clock out, file an end-of-shift report.

1. Navigate to Service Day → Tasks → Submit Shift Report (or Review → Shift Reports).
2. Fill in the form section by section:
   • Shift slot — Lunch, Dinner, or Late Night
   • Position — what you worked tonight (Server, Bar, Host, Expo, Bus, Kitchen, Manager, or Other)
   • Actual Sales (required) and any comps
   • Ratings (0–5) for Front of House, Back of House, Support, and Management — all four required
   • Notes, 1% Better, and Hero of the Shift — recognize a teammate who stood out
   • Optional photos or video from the shift
3. Your work autosaves as a draft, so you can pause and come back.
4. Tap Submit Report when you're done.

Your report is now filed. Managers can review it and include it in their daily summary. See Shift Reports for the full reference.

Step 6: Explore on Your OwnCopy Anchor Link

You're ready to use Danvas day-to-day. Here's what to explore next:

TroubleshootingCopy Anchor Link

I don't see any locations. Ask your admin to assign you to one or more locations. You can only see data for locations you're assigned to.

The onboarding wizard didn't appear. You probably already completed or skipped it on a previous sign-in. Go to Settings → Profile to upload a photo or update your phone number.

My photo upload failed. Check the file is a JPG, PNG, GIF, or WebP image. Other formats (like HEIC from iPhone) need to be converted first — most phones can export as JPEG from the share menu.

I can't find the Workspace. Make sure you're using the member or manager view — admins see a different layout. If you're still stuck, check Workspace & Tasks.

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