Getting Started

Getting Started with DataMagik

Everything you need to sign in, understand the interface, and reach the tools you use every day.

DataMagik brings document generation, automation, dashboards, connectors, and AI together in one workspace. This section walks you through the basics; each guide below links to the deeper feature documentation.

In this section

• Signing in & multi-factor authentication — access your account securely.
• Navigating DataMagik — the top navigation bar and menus.
• Switching companies — work across the organizations you belong to.
• DataMagik Desktop — the companion desktop application.