Coperniq Platform Navigation

If you’re just getting started with Coperniq, this video will guide you through the core navigation and workflows of the platform. By the end, you’ll have a clear understanding of where to find essential tools and how to move through different areas of the system.

The video covers:

• Sign-In Page – How to access your account securely

• Company Org Switcher & Company Settings – Managing multiple business units and settings (configurations)

• Inbox & Notifications – Keeping track of updates and communications

• Client Portfolio – Organizing and viewing Client Account Information

• Sales (Request) Portfolio – Managing new sales or new "requests"

• Project Portfolio – tracking and managing projects

• Invoices & Bills – handling accounts payable and receivable

• Systems – managing operational systems and integrations

• Schedule & Dispatch – assigning and coordinating work

• Analytics & Hubs – using data and dashboards for insights