Signing In to YND OS
How to sign in
- Go to the YND OS web address given to you by your manager or admin.
- Sign in with your company account credentials.
- If this is your first time signing in, you should already have an account created for you by an Admin — see New User Checklist.
Once signed in, you'll land on Mission Control (/), which every signed-in user can see.
If you can't sign in
- No account yet? You need an admin to create one for you first. Ask your manager to submit a Role Assignment Request.
- Forgot your credentials? Use your company's standard account recovery process, then try again.
- Still stuck? Contact an admin directly — account creation and password issues are handled outside of YND OS itself (through your company account system), not inside the app.
Signed in, but blocked from a page
If you type in or click a link to a page you don't have access to, you'll land on /access-denied. This means your role (or your individual permissions) don't include that page.
This is expected behavior, not a bug. Every nav item in YND OS is only shown to roles that are allowed to see it, and the app double-checks that permission when you actually open the page.
Note: A handful of pages (like /bookings/new, /estimate, /workbench, /csr-intake, and most /admin/* pages) aren't fully gated yet — any signed-in user can open them by typing the URL directly, even if they're not in your sidebar. Treat this as a known gap, not an invitation: only use pages that are part of your normal workflow.
What to do about it
- Double check you're trying to reach the right page — sidebar items are named for what they do, not always for the URL.
- Ask your manager if you're actually supposed to have access.
- If yes, your manager or an admin can either:
- Confirm your role is correct, or
- Grant extra access individually via Permission Sets (
/admin/permission-sets), which admins use to add page access on top of your base role.
- See Role Assignment Request for how to formally request a change.
Executives and Admins
Executive and Admin roles bypass all page gates in the UI — they can see every page in the sidebar. The difference between them is on the server side: only Admin can invite new users or edit permission sets. Visually, the two roles look identical in the app.
Tip: If you're a manager and someone on your team is stuck at /access-denied, that's usually the fastest sign something needs fixing — check their role first, then their permission set.