Use the workspace welcome screen

After workspace setup, Reia may show a welcome screen with Starter deal or Portfolio. The screen chooses the fastest safe entry point for the workspace that just opened.

Choose the first action

If you see Starter deal, choose Open deal to enter the first deal workspace. This is the fastest way to see the Agent, Library, Inputs, Statements, Dashboard, Graph, and working documents together.

If you see Portfolio, choose Open portfolio to start from the Deals page.

You can also choose Invite member to open Members and invite a teammate.

These starting points are meant to get you into real work quickly: either a live deal workspace for underwriting or the portfolio view for organizing active opportunities.

Access note

Workspace access only gives someone access to the workspace. Deals stay private until you grant live-deal access.