> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arcsolar.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# 1. Find your workspace

> A calm first look. Know where to start and who can help.

export const LessonChecklist = ({lessonId, items}) => {
  const courseKey = "arcsolar-sales-onboarding-v1";
  const readProgress = () => {
    try {
      const value = JSON.parse(window.localStorage.getItem(courseKey) || "{}");
      return value && typeof value === "object" && !Array.isArray(value) ? value : {};
    } catch {
      return {};
    }
  };
  const complete = value => Array.isArray(value) && value.length === 3 && value.every(item => item === true);
  const [checks, setChecks] = useState([false, false, false]);
  const [loaded, setLoaded] = useState(false);
  const [saveFailed, setSaveFailed] = useState(false);
  useEffect(() => {
    const saved = readProgress()[lessonId];
    setChecks(items.map((_, index) => Array.isArray(saved) && saved[index] === true));
    setLoaded(true);
  }, [lessonId]);
  const toggle = index => {
    const next = checks.map((checked, itemIndex) => itemIndex === index ? !checked : checked);
    setChecks(next);
    try {
      window.localStorage.setItem(courseKey, JSON.stringify({
        ...readProgress(),
        [lessonId]: next
      }));
      setSaveFailed(false);
    } catch {
      setSaveFailed(true);
    }
  };
  return <fieldset className="my-8 border-0 border-t border-zinc-200 px-0 py-5 dark:border-zinc-700">
      <legend className="pr-3 font-semibold">Your checkpoint</legend>
      <p className="mt-0 text-sm">Tick each box when you have tried it or talked it through with your manager. You can untick a box to revisit it.</p>
      {items.map((item, index) => <label key={item} className="my-2 flex cursor-pointer items-start gap-3 py-2">
          <input type="checkbox" checked={checks[index] || false} disabled={!loaded} onChange={() => toggle(index)} className="mt-1 h-5 w-5 shrink-0" style={{
    accentColor: "#3D88F2"
  }} />
          <span>{item}</span>
        </label>)}
      <p role="status" className="mb-0 text-sm">{saveFailed ? "Browser storage is unavailable. Your ticks work on this page but may not survive a refresh. Keep a note of your lesson before leaving." : complete(checks) ? "Lesson checked off. You’re ready for the next step." : "Your ticks are saved on this device when browser storage is available."}</p>
    </fieldset>;
};

Lesson 1 of 7 · Sales rep onboarding

Welcome to ArcSolar. You do not need to learn everything today. Start with the few places you will use every day.

**Your goal:** find your work and confirm you have the right access.

## First, get ready

Ask your manager for your workspace invitation, sign-in details, assigned customers and a practice record. Use a headset for calls. If an invitation or menu is missing, ask your manager to check access—do not create another organisation.

<Note>
  Use a manager-approved practice record or the fictional demo for this course. Do not call, message or send a quote to a real customer while practising.
</Note>

## Take a quick tour

1. Open **Rep Overview**. Check the selected representative. Find appointments and work needing attention.
2. Open **Tasks → My tasks**. This is where you find follow-ups you own or are tagged in.
3. Find **Customers**, **Comms**, **Quotes** and **Calendar** in the sidebar. You will use these in the next lessons.

**That is enough for now.** Your administrator handles company setup, Stripe, PayTo, integrations, pricing policies and team permissions. You do not need those setup guides to begin.

## If you need a closer look

[Rep Overview: find your priorities](/reporting/rep-overview) explains the cards. Read it, then use your browser’s Back button to return here.

## ArgonixIntelligence, by your side

Where enabled, a brief can help you spot what needs attention. Open the customer or task behind it before taking action. The separate **ArgonixIntelligence Agentic Chat interface tab** in the sidebar will be coming **Soon in a future release**. Embedded tools can still be available.

<LessonChecklist lessonId="workspace" items={["I can sign in to the correct workspace and find my manager.","I can find Rep Overview, My tasks, Customers, Comms, Quotes and Calendar.","I have an approved practice record and know not to contact real customers during training."]} />

[Continue to lesson 2: Meet your customer](/sales-onboarding/customer)

[Previous step](/sales-onboarding) · [Course overview](/sales-onboarding)

*The ArcSolar team · [support@arcsolar.com.au](mailto:support@arcsolar.com.au)*


## Related topics

- [Your first chapter with ArcSolar](/sales-onboarding.md)
- [Prepare the workspace for daily use](/setup/checklist.md)
- [Create your organisation](/setup/onboarding.md)
- [7. Get ready for your first customer](/sales-onboarding/ready.md)
- [2. Meet your customer](/sales-onboarding/customer.md)