Getting Started
First-time setup for users and admins — creating your account, setting your PIN, and learning the interface.
This guide covers Desktop, iOS, and Android. Where the experience differs, platform-specific instructions are noted.
Welcome to your hotline. This guide walks you through your first login and the basics of the interface.
Creating your account
You will receive either an invite link or an invite code from your admin. Both let you join the hotline.
Open the invite link or enter your code in the app’s onboarding screen. The app will generate your device credentials automatically. You will be asked to set a display name and choose your preferred language.
Setting your PIN
After your first login, set a PIN to protect your local key storage. Your PIN locks and unlocks your credentials on this device. Choose something you will remember — if you lose it, you will need to go through account recovery.
On iOS: You can also enable Face ID or Touch ID as an alternative to entering your PIN each time.
On Android: You can enable biometric unlock (fingerprint, face) in Settings after setting your PIN.
On Desktop: Your keys are stored in Tauri Stronghold, an encrypted vault. Your PIN is the only way to unlock it.
Understanding the interface
Navigation differs by platform, but what you can see depends on your role:
- Users (volunteers) see: Dashboard, Calls, Notes, Conversations, Cases, Reports, Contacts, Shifts, Events, and Help.
- Admins see everything users see, plus: Users, Bans, Blasts, Triage, Audit Log, and Settings.
Navigation by platform
On Desktop: A sidebar on the left is your main navigation. Use Ctrl+K (or Cmd+K on Mac) to open the command palette for quick navigation to any page.
On iOS: Users navigate via a tab bar at the bottom. Admins have a separate admin tab bar with additional sections.
On Android: A bottom navigation bar provides access to main sections. Additional admin features appear in the navigation drawer.
The Dashboard is your home screen. It shows active calls, your shift status, and who else is online.
For admins: the setup wizard
If you are the first admin, the app will launch a setup wizard on your first login. This walks you through:
- Naming your hotline
- Choosing which channels to enable (voice, SMS, WhatsApp, Signal, reports)
- Entering credentials for your telephony provider
- Reviewing and confirming your settings
Once finished, invite your first team member from the Users page by creating an invite link.
Multiple hubs
If your account belongs to multiple hubs (organizations), you will receive calls, notifications, and messages from all of them simultaneously — regardless of which hub is currently shown on screen. The active hub only controls what you are browsing. You can switch hubs from your account menu.
Related Guides
Browser and In-App Calling
Answering calls in the desktop app or mobile app instead of via your personal phone, and why this protects your number.
Your Data Protection
How your data is kept safe, what your PIN does, device keys, and what happens if you lose access.
Account Recovery
What to do if you forget your PIN, lose your device, or need help regaining access.
Contact Directory
Managing contacts, relationships, tags, and intake workflows for your team.