Documentation
Guides for using KeyOne.
Task-oriented guides for people using KeyOne day to day — not architecture notes. These are the same guides built into the product itself, kept here in one place you can search, bookmark, and link to. Not sure where to start? Try the 10-minute quickstart.
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Quickstart
The express happy path: sign in, triage a decision, resolve it, and ask a question — in 10 minutes.
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Notifications
The bell and the inbox, which events reach you immediately and which arrive in a daily digest, and how to change that per event.
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KeyLink for Field Reps
Your route, the work at each store, shelf counts, orders and quotes, and what happens to it all — on a phone.
Read guideGetting Started 01
Quickstart
The express happy path: sign in, triage a decision, resolve it, and ask a question — in 10 minutes.
ReadGetting Started
Sign in, learn the layout, understand roles, and run through your first session.
ReadConnecting Your Data
What data KeyOne needs, the SKU × Store × Day grain, how a warehouse is bound, and what is automated versus hands-on today.
ReadHubs 02
Decisions 03
KeyChat 04
Reports 05
Field Execution 06
KeyLink for Field Reps
Your route, the work at each store, shelf counts, orders and quotes, and what happens to it all — on a phone.
Read
People, Org & Form Types
Navigate the org hierarchy, manage rep responsibilities, and define field form types.
ReadAttendance
Who checked in today, what was on each rep’s call sheet, and what was missed — derived from the visits reps file.
ReadAdmin & Reference 07
Account & Settings
Display name, password, org member management, and what is not yet available.
ReadKeyboard Shortcuts
The ⌘K command palette and the keys that drive it — move through KeyOne without the mouse.
ReadGlossary
Plain-language definitions of the terms across KeyOne — SKU × Store × Day, OSA, days of cover, and more.
ReadFAQ & Troubleshooting
Common questions and what to do when a screen shows a not-provisioned, degraded, or empty state.
ReadSecurity & Tenancy
Auth mechanisms, tenancy isolation, Wave-8 SQL injection and DOS hardening, and the full security posture.
ReadWhat KeyOne Can Do
The complete feature inventory — live, partial, dormant, and planned — updated each development wave.
ReadThe Keyworks Paper — Assessment & Decision
What KeyOne is taking from an external data-platform research paper, what it is pushing back on, and what is actually being built.
ReadCan't find what you need?
Email the KeyOne team and we'll point you in the right direction.