# Activation Guide – Plane Project Management Tool

**Sender Email:** no-reply.saas@lifestyleretreats.com  
**Purpose:** Activate your account and join your hotel workspace.

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## Step 1 – Invitation Email
- Look for an email from **no-reply.saas@lifestyleretreats.com**.
- Subject line: *“Invitation to join Plane workspace – [Hotel Name]”*.
- Open the email and click **Accept Invitation**.

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## Step 2 – Account Activation
Choose one of two options:

- **Create Password**
  - Enter your email address.
  - Set a secure password.
  - Confirm and log in.

- **Unique Key Login (OTP)**
  - Enter your email address.
  - Receive a one‑time code (OTP) via email.
  - Enter the code to log in.
  - No password required.

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## Step 3 – Workspace Access
- After activation, you will be placed in your **hotel workspace** (e.g., The Bale Nusa Dua, Ize Seminyak).
- Inside the workspace, you will see **department projects** (Housekeeping, Engineering, Finance, HR, IT, Sustainability).

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## Step 4 – First Login Checklist
- Confirm workspace → Verify you are in the correct hotel workspace.
- Explore projects → Open your department project.
- Check modules → Review active modules.
- View work items → See tasks assigned to your department.

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## Step 5 – Training Session
- Attend the scheduled training session.
- Learn how to use **Workspaces, Projects, Modules, Work Items, Sub‑Work Items, Intake, Relate To**.
- Participate in hands‑on exercises with other departments.

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## Step 6 – Post‑Training Practice
- Continue practicing in your workspace.
- Submit feedback to improve workflows.
- Prepare for staff rollout (next phase).