Accounts and access
How do I get an account?
How do I get an account?
An Admin in your Organisation invites you by email, and you create your account by accepting the invitation. There is no public sign-up page. See Sign in.
I forgot my password.
I forgot my password.
On the sign-in screen, choose Forgot your password? Reset it. Saphion emails you a code, and you choose a new password. See Sign in.
Why can't I see a place, Project or record?
Why can't I see a place, Project or record?
Three separate things decide what you can see: your role in the Organisation, your access to the particular Project or record, and which products your Organisation holds. Some places are offered only to certain people. The company-wide Actions table is for Admins and managers, and Company Overview is for the Admins and the people they invite. If you open a Project you cannot access, Saphion says so and shows you how to ask to be let in. Ask the person who owns it, or an Admin.
What does the padlock and “Coming soon” mean?
What does the padlock and “Coming soon” mean?
The feature is not yet available to your Organisation. It is not a fault, and this documentation does not describe it until it is available.
Beacon
What can Beacon see and do?
What can Beacon see and do?
Beacon works inside your permissions. It can read and act only where you could yourself. It can see the page you are on, and the files and connected systems you bring in. It asks before using tools you have set to Needs approval, and it cannot use tools set to Blocked. See Chat with Beacon and Connectors.
Who can see my chats?
Who can see my chats?
Only you, until you share a chat. You can share it into a Project, with chosen people and teams, or by link. A shared link opens only for people who could already open the chat. See Chat with Beacon.
How do I stop Beacon searching the web?
How do I stop Beacon searching the web?
Beacon can search the web whenever it decides it needs to, unless an Organisation Admin turns web search off. Admins do that under Settings > Connectors. See Connectors for your Organisation.
What does Beacon remember?
What does Beacon remember?
Settings > Memory lists the facts you have asked Beacon to remember. They are private to you and you can forget any of them. A Project also has its own memory, shown on its Beacon page. An Admin can switch off Organisation memory under Settings > Data & privacy.
How do I see how much I have used?
How do I see how much I have used?
Open Settings > Usage & plan for your monthly allowance and when it resets. A higher Effort setting uses your allowance faster.
Can I use Saphion from another AI tool?
Can I use Saphion from another AI tool?
Yes. Settings > Saphion in other AI tools shows the server address, the steps for tools such as Claude Code and Codex, and which tools may act.
Your work
Where are my Actions?
Where are my Actions?
Open My actions for your own, grouped by when they are due. Each Project also lists its own Actions. See Actions.
I deleted something. Can I get it back?
I deleted something. Can I get it back?
It depends on what it was. Records such as Actions, Contacts and Companies rest in the Bin for 30 days and can be restored. A Project, Board, chat or file is deleted permanently. Archive is the way to keep something out of the way. See Bin and restore.
A connector says Reconnect.
A connector says Reconnect.
Your sign-in to that system has lapsed. Open Settings > Connectors, choose the connector and choose Reconnect. See Connectors.
How do I change the look of the app?
How do I change the look of the app?
Choose Light, Dark or System from the account menu at the bottom of the sidebar. Settings > General also has accent colour, density and text size.