Getting Started

The First 15 Minutes: What Logging into Ningi Actually Looks Like

Worried about what the switch looks like on day one? Here's exactly what your team will experience in their first session.

February 10, 2026
5 min read

Switching technology is scary. We hear it on every discovery call. "The thought of migration terrifies us." So let's demystify it. Here's exactly what your first 15 minutes on Ningi looks like. You receive an invitation email. Click "Accept Invitation" — if it's not in your inbox, check spam. Create a strong password. Click "Log In". Two-step authentication kicks in. Check your email for a six-digit code, enter it, click "Verify". This takes about 20 seconds. You land on profile setup. Add your job title, location, and optionally a profile photo. Your name is already filled in from the invitation. Click "Continue". And you're in. The Manage dashboard — your command centre — shows everything at a glance. Quick stats (total accounts, contacts, conversations, active accounts). Module cards for every part of the platform. What's New showing the latest updates. Your profile and firm settings one click away. The sidebar gives you everything: Dashboard, Accounts, Messages, Website, Content, Calculators, Courses, Research. At the bottom: Documentation, What's New, and Support. A bell icon in the top navigation handles notifications. It shows a red dot when something needs your attention — task updates, completed reports, document signings, client communications. You can search, filter, and manage all notifications from one page. Your profile is managed from the dropdown in the top right — the same place you access Administration for firm-level settings like user management, integrations, brands, and SLAs. That's it. No three-day training course. No 200-page manual. The platform is designed to be intuitive enough that your team can be productive from day one, with guided workflows and an AI assistant ready to help with any question. And if you do get stuck? The Guides are always there — click the chat icon and ask. They know the platform inside out.

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