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First Login

This guide walks you through your first login to The One Stack and helps you get oriented.

Open your browser and go to my.theonestack.com. This is the Hub — the central dashboard for your entire organization.

Sign In with Microsoft​

The One Stack uses Microsoft Entra ID (formerly Azure AD) for single sign-on. Click Sign in with Microsoft and authenticate with your Microsoft 365 account.

  • If your organization has already been provisioned, you'll land on the Hub dashboard.
  • If you're creating a new organization, you'll be guided through initial setup (org name, timezone, first user).

One login gets you into all 31 products — no separate credentials for each tool.

The Hub Dashboard​

After signing in, you'll see the Hub dashboard. This is your home base:

  • Organization overview — active users, endpoint counts, recent activity
  • Quick actions — create a ticket, add a contact, view alerts
  • Product health — status indicators for your active products
  • Recent activity feed — the latest events across all products

The Waffle Menu​

Click the grid icon (waffle menu) in the top-left corner of any product to see all available products. Products are organized by layer:

  • Operations: Hub, PSA, CRM, Books, Projects, People, CMDB, On-Call
  • Endpoints: RMM, Defend, Backups, Fleet
  • Communication: Voice, Relay, Status
  • Client: Portal, Mission, Visitor, Brand
  • Intelligence: AI Platform, Collective, Legal, Code, Migrate, AMS

Click any product to navigate to it. The waffle menu is consistent across every product — you're never more than one click away from anything.

Jarvis AI (Cmd+J)​

Press Cmd+J (Mac) or Ctrl+J (Windows) from anywhere in The One Stack to open Jarvis, the built-in AI assistant.

Jarvis can:

  • Answer questions — "What tickets are overdue?" or "Show me last month's revenue"
  • Take actions — "Create a ticket for Acme Corp about their printer" or "Schedule a follow-up call"
  • Summarize — "Summarize this ticket's history" or "What happened with this device today?"
  • Navigate — "Take me to the CRM" or "Show me the Defend dashboard"

Jarvis has context from every product you have access to, so it can answer cross-product questions like "Which clients have the most open tickets and overdue invoices?"

Set Your Profile​

  1. Click your avatar in the top-right corner
  2. Select Profile Settings
  3. Configure:
    • Display name — How your name appears across all products
    • Timezone — Used for scheduling, SLA calculations, and timestamps
    • Notification preferences — Choose which events trigger email, in-app, or push notifications
    • Theme — Light or dark mode (dark is the default)

Next Steps​