Before you start

You need an active Restore Intelligence account in the correct organisation. Available products and actions depend on your access.

Step by step

  1. Sign in with your organisation’s approved sign-in method. Complete any verification requested by your organisation.
  2. Open Dashboard to see the views and metrics available to your account. Executive views depend on your assigned role and view permissions.
  3. Use Assessments & assurance to find the organisation or assessment you need. Search by company name, registration number or reference before creating new work.
  4. Open a source record from a metric or action to see the evidence, owner and decision context.
  5. Use Restore Intelligence Agent when you know the outcome you need but want help choosing the right route.

Check the organisation and environment

Check the organisation in the sidebar before entering information. Instance ID and Customer ID identify the environment and customer context; staging and production are separate. A business contact or job title does not automatically confer platform access. Ask your administrator for the specific permission needed rather than unrestricted access.

Choose the shortest route to your task

  1. Use Dashboard for the summary appropriate to your permitted role. Open a metric’s information icon to check its definition and coverage.
  2. Use the header bell for authorised approvals, overdue actions and other work needing attention.
  3. Use Document Intelligence for files and processing, Assessments & assurance for external reviews and internal programmes, and Orchestrations for workflows.
  4. Use Intelligence for priorities, decisions and analytics. Return to an existing reference when continuing work.

Verify a saved change

Wait for the success or saved state after editing. Reopen the same record to check persistence if necessary. A refresh does not replace an explicit Save action. For support, record the environment, page, reference, time and visible message without including credentials or private links.

What happens next

Keep evidence, findings and decisions connected to their workspace. A dashboard summary is a starting point; the underlying record contains the detail.

If something does not look right

If a product or executive view is missing, ask your administrator to check your role and permissions. Do not create a second account to work around access.