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PXLQuill / Guide 01

Get started

Start with your invitation, workspace and first engagement.

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01 / Accept your invitation

Open the newest PXLAccess invitation addressed to your email. Sign in with that identity, review the workspace and product access, then accept. An invitation to a company workspace and an invitation to a personal workspace grant different access; check the workspace name before proceeding.

02 / Open PXLQuill

In PXLHub, select the workspace that has PXLQuill access and open the product. Google and Microsoft sign-in use the shared PXLAccess flow. Availability depends on your invitation and assigned role; creating an identity alone does not grant product access.

03 / Create a small first report

Create an engagement with a clear client, title, assessment type and scope. Write the executive summary, add a finding with supporting evidence, choose a report profile and generate a version. Inspect the result before sharing it.

04 / Understand the two kinds of data

An engagement is your working draft. A generated report is a saved snapshot. Editing the draft does not rewrite an older generated version; generate another version when you want the report to include later changes.

Illustrations use fictional Northstar / Atlas data. Interface availability depends on your role, the selected workspace and report state. Never use real customer data to reproduce a documentation example.
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