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How to navigate your October Connect account?
How to navigate your October Connect account?

All you need to know about October Connect’s interface

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Written by Ash
Updated over a week ago
  • Learn where to find key information on your October Connect account

  • See how to ask for support

  • Edit your personal and business account information


October Connect dashboard

You will see our main dashboard once you log into the October platform.

From the Header menu, you can navigate through the different sections, start a new case, and access your organization or personal settings and the notification center.

  • Organizations settings: Through this section, you will have a complete perspective on the members who are included in the workspace and their roles. Admin / Account owners could also invite new members or delete inactive or unnecessary accounts. Visit our Role and Rights dedicated section to know more. Also, this section is dedicated to collecting your business data.

  • Notification center: it displays notifications of different events (new reports, failed documents…)

  • Personal information: From here you can change your personal information and password.

Manage your cases

On the Cases section you’ll have a complete overview on the comprehensive requests linked to your business, which may differ accordingly to your role.

To deep dive on a specific case analysis, just click on the specific case.

To create a new case there are two alternatives, either click on the Create a New Case button, or simply by clicking in the start an application button in the header.

How to ask for support

In case our Help Center is not providing the specific information you are looking for you can ask for human support. You can ask for assistance by clicking on the small purple icon on the bottom of your screen:

From here, you can get access to our Help Center and message us if you have any questions or want to share feedback. We will get back to you as soon as possible!

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