Get started

Everything you need to start using Datar Platform in just a few minutes.

Welcome!
This guide will walk you through your first steps on Datar. Follow along to set up your profile, navigate the platform, and complete your first task.

Your path to success

From sign-up to productive in under 30 minutes

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Quick start tip: Most teams are up and running within 15-20 minutes. Take your time exploring—there's no rush, and you can always come back to this guide.

Step 1
Log in to Datar

Access the platform using your company credentials

Open Datar in your web browser using the link provided by your organisation. You will see a login page where you can sign in using your company email and password.

First-time login

If this is your first time, your administrator will provide you with an email and a temporary password. You will be asked to set a new password after your first login.

Forgot password?

Click "Forgot password" on the login page and follow the instructions sent to your email to reset it.

Step 2
Navigate the platform

Learn your way around the main areas of the platform

After logging in, you will see the main dashboard. Here is what each area does:

Datar PlatformRequestsProjectsPeopleFiles

Top navigation bar

Use the top bar to switch between modules (Requests, Projects, People, Files, Inventory, Procurement). You can also access your profile and notifications here.

Side menu

The left sidebar shows the sections within the current module. Click any item to navigate to that section.

Main content area

This is where you see your data — tables, forms, boards, and details. Most of your work happens here.

Search

Use the search bar (or press Ctrl+K / Cmd+K) to quickly find anything — files, tasks, requests, or people.

Step 3
Set up your profile

Make sure your information is up to date

Click on your name or avatar in the top-right corner to open your profile. Here you can:

Personal info

Update your name, phone number, and other personal details.

Profile photo

Upload a photo so your team can recognise you.

Preferences

Set your notification preferences and display settings.

Step 4
Complete your first task

Try one of these common first-time tasks

Now that you know your way around, try one of these to get started:

Browse the catalogue and submit your first expense or leave request.

Open the timesheet and record your hours for today.

Go to Files and upload your first document to the platform.

How approvals work

A typical request follows these four stages

CreateSubmitReviewApprove

1 Create

Fill in the form with the details of your request, expense, or order.

2 Submit

Submit for review. The system routes it to the right approver automatically.

3 Review

Your manager reviews the details, asks questions if needed, and makes a decision.

4 Approve

Once approved, follow-up actions happen automatically and you get notified.

Frequently asked questions

Yes! Datar has a mobile app available for both iOS and Android. Download it from the App Store or Google Play, then log in with the same credentials you use on the web. Most core features work on mobile, including approvals, tasks, and quick updates.

Reach out to your organisation's IT administrator or HR team. They can help with account issues, permissions, and platform configuration. If you are unsure who to contact, check your company intranet or onboarding guide for the support channel.

You can star important items (files, projects, requests) to keep them easily accessible. Use the side navigation to jump between the modules you use most often. Your recent activity and favourites will also appear first so you can resume work faster.

You will receive notifications when someone assigns you a task, approves or rejects your request, mentions you in a comment, or when important deadlines are approaching. You can manage your notification preferences in your profile settings. Choose email, in-app alerts, or both, and set quiet hours if your organisation enables them.

Yes. Datar uses enterprise-grade security including encrypted data storage, secure authentication, role-based access control, and audit logging. All communication between your device and our servers is encrypted using TLS. Your organisation's data is isolated and never shared with other customers. For more details, see our Security documentation.

The web app requires an internet connection to function. The mobile app supports limited offline capabilities—you can view recently loaded content and draft new items, which will sync automatically when you reconnect to the internet.

If you have admin permissions, navigate to Settings → Users and click "Invite user". Enter their email address and select their role. They will receive an invitation email with instructions to set up their account. If you don't see this option, contact your organisation's administrator.

Datar works best on modern browsers: Chrome, Firefox, Safari, and Edge (latest versions). We recommend keeping your browser up to date for the best experience and security. Internet Explorer is not supported.

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