FAQ
Short answers to questions we hear often. For anything specific to your workspace, use in-app help or contact support.
- Do I need an account to read this documentation?
- No. The documentation is public. You need to sign in only when you open links into the Okinta app (dashboard, settings, and so on).
- Where do I change my profile, company, or billing?
- Open Settings from the top bar (or use the Get started link on this page). Billing and plan details live there for workspace admins.
- Why can’t I see a menu item or feature?
- Some areas depend on your subscription plan or your role in the workspace. Ask a workspace admin to check permissions, or contact support if you think it’s a mistake.
- How do I get human help?
- When you’re signed in, use the Help menu in the top bar to reach support. You can also start from the Get started section on this page.
- What happens after I sign up?
- You answer three quick questions (your name, business name, and what you do). Okinta creates your first workspace, then you land on the dashboard. On Today, a Getting started checklist helps you connect email, add contacts, and publish your first pages—you can skip any step you do not need.
- Do I need to accept terms when I create an account?
- Yes. Sign-up includes a checkbox confirming you accept Okinta’s terms. That is separate from the legal pages you publish for your own customers under Settings → Legal Pages.
- How do I export my data or delete my account?
- Open Settings → Account. Use Download export for a ZIP copy of your data (owners get company data; other members get personal data). Delete account schedules removal after a seven-day grace period—you can cancel before the date. See the Account section in the user guide for details.
- What is the difference between deleting my account and closing a workspace?
- Delete account (Settings → Account) removes your personal login. Close workspace (Settings → Company) removes one company you own while keeping your account and any other workspaces. You need more than one workspace to see close workspace.
- What password rules apply?
- Passwords need at least 8 characters with uppercase, lowercase, and a number. The sign-up and reset screens show a live checklist. Change your password anytime under Settings → Security.
- Where are release or version notes?
- The Release notes page under Versions in this documentation lists product updates each time we ship—new features, improvements, and fixes.
- How do routes in the app relate to this documentation?
- User guide pages map to real URLs in your workspace (for example /audience?page=contacts). Open-in-app buttons jump there when you are signed in; some links require the right role or plan.