Getting started
1. Sign in with Google
Open the sign-in page and choose Sign in with Google. Onix has no passwords of its own: your Google account (Gmail or Google Workspace) is your identity, so your account security follows your Google settings, including 2-Step Verification.
2. Create a workspace
- The first time you sign in, enter a workspace name, usually your business or team name. You can change it any time in Settings → Workspace.
- A new workspace starts on the Free plan and you become its Owner: you have every permission and you're responsible for billing.
- A Google account can own only one workspace, but it can be a member of other workspaces by invitation. Switch workspaces from the workspace name at the top left.
Invited to someone else's workspace? Open the link in the invitation email and sign in with the Google account whose email matches the invitation. You don't need to create a workspace of your own.
3. Take the app tour
The first time you sign in, a short tour points out the menu, the workspace switcher, the Get started with Onix card on the Dashboard, notifications, help, account & language, and the plan card. Use Next, Back, or Skip. You can replay the tour any time from Help (the question-mark icon at the top right) → App tour.
4. Invite your team
- Open Users → Members, enter the member's Google email, choose a role, then click Send invitation.
- Invitations are valid for 7 days. The recipient must sign in with the Google account whose email matches the invitation.
- Expired invitations can be resent, and invitations that haven't been accepted yet can be cancelled.
The user quota includes the Owner, and pending invitations count toward it: 2 users on the Free plan, 10 on Pro. See Plan & billing for details.
5. Set up roles
A role is a set of permissions, managed in Users → Roles. Every new workspace comes with these roles:
| Role | For | Current default access |
|---|---|---|
| Owner | The workspace owner | Every permission, including Plan & billing. A system role: it can't be changed or deleted. |
| Supervisor | Team leads who oversee the team's work | View the dashboard, View the workspace audit log |
| Agent | Agents who serve customers | View the dashboard |
| Back Office | Teams that handle cases passed on by agents | View the dashboard |
- You can edit or duplicate the default roles, and create new roles by ticking the access you want for each menu. Changes apply right away to every member with that role.
- A role that's still assigned to members or pending invitations can't be deleted.
- Members only see the menus they have access to. Apart from the Owner, people who manage members can only assign roles whose permissions they have themselves.
- Permissions for the Inbox, Tickets, Contacts, and the Knowledge base will be added as those features arrive.
6. Set the time zone
Open Settings → General. The workspace time zone defaults to GMT+7 (WIB: Jakarta, Bangkok) and applies to every member: all dates and times in the app use it, and so does the start of a new day for daily quotas (such as the reply quota on the Free plan).
7. Choose your language
Onix is available in English and Indonesian. Switch with the ID | EN toggle at the top right, or in the account menu (Language). Your choice is saved to your account, so it follows you to other devices, and it only changes what you see, not what other members see.
What's next
- Connect WhatsApp (coming soon): scan a QR code with the WhatsApp app on your phone to connect a personal or WhatsApp Business number. Private chats and groups arrive in your team inbox in real time.
- Keep an eye on important activity, such as invitations, role changes, settings, and billing, in the Audit log.
- Need more numbers, users, AI, or API access? See Plan & billing.
- Connect your other systems with API v1 (Pro).