New to Kanvas? Start here. These guides cover the ideas you'll meet on your first day and the questions people ask most.
Your project's home screen shows the paths your role can use, with shortcuts to the screens involved and your API details. Open them again from Help › Getting started.
Use this project as your app's backend, AI-built or hand-coded.
Your first API call(opens in a new tab)Authentication(opens in a new tab)@kanvas/core SDK(opens in a new tab)
Ask them questions and keep track of what they do.
Your own workspace in Kanvas.
A project holds everything for one business: its companies, your team, your data and your AI agents. Create one from the projects page right after you sign in.
Have more than one? Use All Projects in the sidebar to switch between them.
Pick one to see its CRM, inventory and orders.
Inside a project, a company is a business you manage. Leads, people, products and orders belong to a company, so choose one with the company switcher at the top of the sidebar.
The dashboard, users, roles and settings work without choosing a company. If a section in the sidebar looks dimmed, select a company first.
Bring colleagues into your project.
Invitations are sent by a project owner or administrator. Ask them to invite your colleagues — each one gets an email with a link to set a password and join.
On the sign-in page choose Forgot password? and enter your email. The link we send is valid for a limited time; if it expires, request a new one.
Inside a project, choose Connect at the top of the screen. It shows the GraphQL endpoint, your app key and admin key, a test request and code samples with your values filled in.
Call the API with the SDK or GraphQL: Connect at the top of any project screen has your endpoint, keys and code samples.
Open the record. Its ID is in the bar at the top of the screen, next to the page title, with a copy button. All IDs lists the others the API uses for it, such as its UUID. Use them to read or update that record from your code.
Check your spam or promotions folder and give it a few minutes. If it still hasn't arrived, use the contact options at the bottom of this page.
Check your spam or promotions folder first. If it isn't there, ask the person who invited you to send a new invite.
That section works with company data. Choose a company with the switcher at the top of the sidebar and it becomes available.
Sections depend on your role. Ask a project owner or administrator to review it.
Open the menu under your name at the bottom of the sidebar. It has your profile, password and appearance settings.
Ask the owner or an administrator of your project — they can check roles, invitations and settings for you.