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Getting Started
Getting Started
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Getting Started

Sign in, get your bearings, and learn the layout properly so the rest of KeyOne makes sense. About 8 minutes.

Welcome to KeyOne. This guide gets you from the sign-in screen to confidently moving around the app. No data setup is required to follow along — this is purely about finding your way. If you want the express version, see the Quickstart instead.

Signing in

Open KeyOne and you’ll land on the sign-in screen. You have two ways to get in:

  • Email and password — enter your work email and password, then click Sign in.
  • Single sign-on — click Continue with single sign-on and pick your work account. The button appears only when your deployment has an identity provider configured; KeyOne supports one provider per deployment, chosen by your administrator.

First time here?

There is no self-serve sign-up. Accounts are created by your KeyOne administrator (Settings → Users → Invite someone); you receive an invitation by email and set your password from it. If you are expecting access and have not had an invitation, ask your administrator rather than the sign-in page — it cannot create an account for you.

Forgot your password?

Click Forgot password?, enter your email, and submit. If an account exists for that address, you’ll get a reset link by email.

Note: the reset link expires in 24 hours. If it lapses, just request another. KeyOne deliberately gives the same “if an account exists…” message whether or not the email is registered — that’s a privacy measure, not a glitch.

If your deployment has no mail provider configured, the page says so outright rather than telling you to check an inbox nothing will reach. That message is the same for every address, so it still reveals nothing about who has an account.

A note on roles

What you can see and do depends on your role. Office users (analysts, category and sales managers, executives) work in Decisions, hubs, and KeyChat. Field reps get access to KeyLink, the mobile companion. If you expect access to something you can’t see, it’s usually a role or scope matter for your administrator — see Account & Settings.

The layout

Once you’re in, KeyOne is organised into a few consistent areas. Learn these once and you’ll always know where things live.

The sidebar (left)

The sidebar is your main way to move around. It starts as a slim rail of icons and expands to show labels when you hover over it. Prefer it always open? Use the pin toggle at the top to keep it expanded.

Items are grouped so related things sit together:

  • Work — the closed loop:
    • Decisions — the decisions the engine has raised, ranked
    • Campaigns — scoped decisions with a target, deadline and owner
  • Commercial — Command Centre, Margin, Price & Promo, Projections
  • Supply & Operations — Availability, Distribution, Replenishment, Phantom Stock, Listing Status
  • Field — Field Execution, Perfect Store, Field Team, KeyLink
  • More — Trade Investment
  • Data — Reports, Queries, Forecasts, Documentation

Settings is pinned to the foot of the sidebar rather than sitting in a group, and it appears only for admin and internal roles. KeyChat is a rail you toggle from the top bar, not a sidebar item.

Wherever you are, the active item is marked with a yellow accent on the left edge, so you always know your place.

Tip: there are thirteen hubs in total. Don’t try to learn them all at once — start with the two or three that match your role (a category manager might live in Availability and Distribution; a commercial manager in Trade Investment and Margin), and explore the rest as you need them.

The top bar

Across the top you’ll find:

  • The KeyOne wordmark on the left — click it to go home.
  • A breadcrumb showing your current section (e.g. → Decisions).
  • A search button that opens the command palette.
  • Your profile avatar on the right, showing your initials.

Click your avatar to open a small menu with Settings and Sign out.

The bell

The bell in the top bar carries your unread count and opens the most recent notifications; its footer opens the full inbox. Every notification links to the thing it is about. Full detail: Notifications.

Search and jump with the command palette

Press ⌘K (Mac) or Ctrl+K (Windows/Linux) anywhere in the app to open the command palette. Start typing to jump straight to any hub, page, or section — no clicking through the sidebar. Use the arrow keys to move and Enter to go.

The command palette — press ⌘K to jump anywhere

Full keyboard reference: Keyboard Shortcuts & the Command Palette.

Signing out

When you’re done — especially on a shared or public device — sign out via your avatar menu → Sign out, or from the Settings screen. You’ll be returned to the sign-in screen.

Your first session, step by step

Here’s a sensible path for a first proper look around:

  1. Open Decisions from the sidebar. This is where decisions land, already ranked. See Notifications.
  2. Open one item to see how a decision is laid out — its estimated impact, related items, and how you resolve it. See Working a Decision.
  3. Visit a hub from the Commercial or Supply & Operations group to see the analytics view and its Decisions & Actions panel. See Using a Hub.
  4. Ask KeyChat a question in plain language, and check the citations on its answer. See KeyChat.
  5. Learn ⌘K. If you take one habit from day one, make it the command palette.

A note on honesty

KeyOne tells you the truth about its own state. If a part of the app needs a connection that isn’t set up yet in your environment, you’ll see a clear, labelled message saying so — never a fake number or an empty chart pretending to be data. If something says “Couldn’t load this”, shows a dash where a number would be, or tells you written answers are off, that’s an accurate status, not an error on your side. The FAQ & Troubleshooting guide explains the common ones.

Getting help

Next: Connecting Your Data