# FAQs

### Getting started

<details>

<summary>How do I log in to SureCloud?</summary>

Your login URL is unique to your organisation and follows the format `[yourorganisation].surecloud.io`. You should have received this in your welcome email. If you can't find it, ask your SureCloud administrator or email <success@surecloud.com>.

</details>

<details>

<summary>I've forgotten my password. How do I reset it?</summary>

Go to your login page and click **Forgot password**. A reset link will be sent to your email address. If you use SSO to log in, contact your IT administrator to reset your credentials.

</details>

<details>

<summary>How do I get access to SureCloud?</summary>

User accounts are created by your organisation's SureCloud administrator. Ask them to create an account for you. If you're the administrator and need help, see [Creating and managing user accounts](/surecloud-docs/documentation/admin/managing-user-access-to-records.md).

</details>

***

### Using the platform

<details>

<summary>How do I find a record I was looking at recently?</summary>

Your **Home page** includes a Recently Viewed section showing the last records you accessed.

</details>

<details>

<summary>How do I export data from SureCloud?</summary>

Records can be exported to Excel and individually to Word using the export feature. Reports can also be exported. See [Bulk export of records](/surecloud-docs/documentation/using-the-platform/tables/bulk-export-of-records.md), [Exporting reports](/surecloud-docs/documentation/reporting/reports/exporting-reports.md) and [Export to Word](/surecloud-docs/documentation/using-the-platform/records/export-a-record-to-word.md) for instructions.

</details>

<details>

<summary>How do I raise a task for someone?</summary>

Tasks are managed within records. Open the relevant record and use the Tasks section to assign a task to a user. See [Tasks and priorities](/surecloud-docs/documentation/quick-start/quickstart/tasks.md) for a full guide.

</details>

***

### Admin & access

<details>

<summary>How do I add a new user?</summary>

Navigate to the **Users** area in the left-hand navigation and click **Add User**. See [Creating and managing user accounts](/surecloud-docs/documentation/admin/managing-user-access-to-records.md) for full instructions.

</details>

<details>

<summary>How do I set up single sign-on (SSO)?</summary>

SSO configuration depends on your identity provider. See the relevant guide: [SSO support](/surecloud-docs/documentation/admin/sso-support.md).

</details>

<details>

<summary>How do I control what a user can see and do?</summary>

Access is controlled through **Roles** and **Groups**. Roles define what actions a user can perform; groups control which records they can access. See [Managing system permissions](/surecloud-docs/documentation/admin/managing-user-access-to-records.md).

</details>

***

### Integrations & API

<details>

<summary>Does SureCloud have an API?</summary>

Yes — SureCloud has a REST API. See [Integrations](https://surecloud.gitbook.io/surecloud-docs/integrations/) for full documentation.

</details>

<details>

<summary>What integrations does SureCloud support?</summary>

SureCloud integrates natively with Jira, BlackKite, OpenAI, and supports custom integrations via the REST API and ETL. See the Integrations page for details.

</details>

***

### Support & issues

<details>

<summary>How do I report a bug or problem?</summary>

Email <success@surecloud.com> with an explanation of what you're trying to achieve. Attach screenshots if needed.

</details>

<details>

<summary>Is SureCloud experiencing issues right now?</summary>

Check [our status page](/surecloud-docs/documentation/quick-start/how-to-check-surecloud-service-status.md) for live platform status and any known incidents.

</details>

<details>

<summary>How do I suggest a new feature?</summary>

Email <success@surecloud.com> with your suggestion, submit it [directly within the platform](/surecloud-docs/documentation/quick-start/how-to-provide-feedback-on-the-surecloud-platform.md), or share it with your Customer Success Manager.

</details>


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