Introducing Jeneva (formerly Upida): What Changed and Why

How to Get Started with Jeneva (formerly Upida)

1. Create an account

1. Visit Jeneva’s signup page.
2. Provide an email and create a password (use a password manager).
3. Verify your email.

2. Complete your profile

• Display name: pick something recognizable.
• Profile photo: use a clear image.
• Preferences: set language, timezone, notification settings.

3. Explore the dashboard

• Home: overview of recent activity.
• Projects/Workspaces: create or join a workspace.
• Search: find content, users, or resources.

4. Migrate or import data (if coming from Upida)

1. Look for a “Migration” or “Import” option in Settings.
2. Choose Upida import and upload export file (JSON/CSV) or authorize direct transfer if offered.
3. Review imported items and resolve any conflicts.

5. Create your first item

• New project/post/task: click the primary “New” button and follow prompts.
• Add collaborators and set permissions.

6. Set up integrations

• Connect tools (calendar, storage, chat) via Settings → Integrations.
• Authorize third-party access and test sync.

7. Configure security & notifications

• Enable two-factor authentication.
• Adjust email/push notification frequency.
• Review active sessions and connected devices.

8. Learn tips & shortcuts

• Check Help/Docs for keyboard shortcuts and best practices.
• Browse tutorials or watch an onboarding video if available.

9. Invite team members

• Use Invite in workspace settings to add teammates via email or invite link.
• Assign roles: Admin, Editor, Viewer.

10. Maintain and troubleshoot

• Regularly back up/export important data.
• Use Support/Help Center or contact support for migration or account issues.