Access and navigate TheyDo

Overview

This guide walks you through how to log in to TheyDo, get access to the right organization and workspace, and find your way around the main navigation. It's a good starting point if you're new to TheyDo or just getting set up.

Access TheyDo

Step 1: Go to the login page

Open https://app.theydo.com/login in your browser.

Step 2: Log in or create an account

There are two ways to get access:

Joining an existing organization (most common)

  1. Ask your Organization Admin (or someone with invite permissions) to send you an invite.
  2. Open the invite link from your email — this connects your account to the organization.
  3. If you already have a TheyDo account, you can still be invited into a new organization. Accepting the invite adds it to your existing account.

Starting fresh (no existing organization yet)

  1. Select Create account on the login page.
  2. Check your inbox and click the verification link — your account isn't active until you do this.
  3. Once verified and signed in, you'll be guided to set up your first organization. A default workspace is created as part of that setup.

Note: In some regions, the Create account option may not appear on the login screen. If you can't find it, contact your admin or reach out to TheyDo support.

Your organization uses SSO (Single Sign-On)

Some organizations use enterprise SSO — for example, Okta, Azure AD, or Google Workspace. In that case:

  1. Select Log in with SSO and enter your work email so TheyDo can route you to the right identity provider.
  2. You'll be redirected to your company's sign-in page, then returned to TheyDo after authentication.
  3. If you received an invite link, it will typically take you to the SSO login flow rather than a password registration form.

Some Enterprise organizations also enable auto-join (JIT provisioning): if your email domain is eligible, your account may be created and added to the organization automatically during SSO sign-in — no manual invite needed.

Having trouble with SSO? Contact your organization admin — they manage SSO setup and which email domains are eligible.

Step 3: Select your organization

After signing in, you may see an organization selection screen if you belong to more than one. Choose the organization you want to work in — you can switch later.

Step 4: Access the right workspace

Organizations can contain multiple workspaces (for example, organized by region, brand, or team). TheyDo will take you into a workspace you have access to automatically.

If a workspace you expect to see isn't there:

  • You may not have been added as a member yet.
  • Some workspaces are private and require an explicit invite.
  • Ask your Workspace Admin or Org Admin to add you. Let them know the workspace name and whether you need view or edit access.

Tip: If someone shares a link with you and you can't open it, it's usually an access issue — either you're in the wrong organization or workspace, or you haven't been added as a member yet.

The left sidebar is your main way to move through TheyDo. What you see there can vary based on your permissions, workspace configuration, and which features are enabled.

Keyboard shortcuts:

  • Cmd+K / Ctrl+K — opens Search
  • Alt+1 — toggles the sidebar open or closed

Here's what each section is for.

Home

Home is where most people start. From here you can:

  • Jump back into journeys you've recently opened
  • Get an overview of what's active in your workspace

Use Search when you know what you're looking for but not where it lives. You can search across journeys, building blocks (insights, opportunities, solutions, personas, metrics), frameworks, and collections.

Updates

Updates keeps you on top of what's changing in your workspace. It has two views:

  • Inbox — notifications meant specifically for you, like comment mentions
  • All activity — a broader activity stream across journeys and building blocks, often filterable by workspace

Data Hub

The Data Hub is where you work with data sources that support your journey work. Depending on your setup, you can use it to connect data inputs, manage how data flows into journeys, and explore what's available for analysis.

Favorites

Favorites is your personal shortcut list. Pin the journeys and pages you use most to save time navigating the workspace hierarchy.

Collections

Collections are curated containers that group journeys, building blocks, and views around a theme — like a program, initiative, or stakeholder group. Use them to share a focused set of context without reorganizing your underlying workspace structure.

Note: Collections may be in alpha or behind a feature flag in your workspace.

Journey frameworks

Frameworks show you how journeys are organized at a portfolio level. Use them to navigate the journey hierarchy (for example, lifecycle → stages → journeys), see how different journeys relate, and get from a high-level map down to a specific journey.

Building blocks

Building blocks are the reusable pieces you connect to journeys. Common building blocks include:

  • Insights — what you've learned (qualitative or quantitative)
  • Opportunities — where to improve
  • Solutions — what you plan to do about it
  • Personas — who the journey is for
  • Metrics — how you measure success
  • Goals — what you're working toward
  • Documents — structured docs connected to your journey work (requires the Documents feature to be enabled in your workspace)

You can use building blocks to standardize how you capture information, reuse insights or personas across journeys, and connect evidence → opportunity → solution to track progress.

Manage

The Manage section gives admins quick access to workspace configuration, including members and taxonomy settings. It's only visible if the navbar feature is enabled in your workspace — if you don't see it, you'll find these same options in the profile menu instead.

Your profile menu

Select your profile icon in the top-right corner to access personal and workspace settings. Common items include:

  • All members — visible to Organization Admins
  • Workspace members — visible to Workspace Admins
  • Settings — visible to everyone; includes workspace details and preferences
  • What's new — recent product updates
  • Community, Best practices, Chat with an expert
  • Log out

Switching workspaces or organizations

If you have access to multiple workspaces or organizations, use the switcher near the top of the navigation to change where you're working. If something looks missing after switching, check that you're in the right organization and workspace.

Quick mental model:

  • Your account can belong to multiple organizations.
  • Each organization can contain multiple workspaces.
  • Your access level (viewer, editor, admin) can differ per workspace.

New user checklist

  • Logged in (or created and verified a new account)
  • In the correct organization
  • Have access to the correct workspace
  • Know where to find: Home, Search, Frameworks, Building blocks
  • Favorited the journeys I'll use most