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Getting Started with Hub

This guide walks you through your first experience with Hub — from logging in to inviting your first team member.

First Login​

  1. Open your browser and navigate to my.theonestack.com
  2. Click Sign in with Microsoft
  3. Authenticate with your Microsoft 365 account
  4. If this is your first time, you'll be prompted to accept the Terms of Service

Your session lasts 8 hours. After that, you'll be asked to sign in again.

💡One login gets you into all 31 products. You won't need separate credentials for PSA, CRM, Defend, or any other product.

The Hub Dashboard​

After signing in, you'll land on the Hub dashboard at my.theonestack.com. 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 in the top-left corner of any page to open the waffle menu. This is your product switcher — it shows all products organized by category:

CategoryProducts
OperationsHub, PSA, CRM, Books, Projects, People, CMDB, On-Call
EndpointsRMM, Defend, Backups, Fleet
CommunicationVoice, Relay, Status
ClientPortal, Mission, Visitor, Brand
IntelligenceAI 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"
  • Summarize — "Summarize this ticket's history"
  • Navigate — "Take me to the Defend dashboard"

Jarvis has access to data from every product you're permitted to use, so it can answer cross-product questions.

Setting Up Your Organization​

If you're the first user (Owner), configure your organization:

  1. Click your avatar in the top-right corner and select Profile Settings
  2. Set your display name, timezone, and notification preferences
  3. Navigate to Settings > Organization to set your org name and defaults

Inviting Your First Team Member​

  1. Go to Settings > Users in Hub
  2. Click Invite User
  3. Enter their email address and display name
  4. Select a platform role (Owner, Admin, Member, or Viewer)
  5. Choose which products they should have access to
  6. Click Send Invite

The invitee receives an email with a registration link that expires in 7 days. Once they register and sign in, they'll have immediate access to the products you selected.

ℹī¸You can invite up to 20 users at once using bulk invite. Owner role is limited to 2 users per organization.

Next Steps​