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User Guide

Everything Monark Core lets you do today, written for the people using it. No code, no scripts ; just what you can click on and what happens when you do.

The guide is grouped below ; each page is structured top-to-bottom in the order most people meet the features. Skim the headings, jump to whatever you need.

Using the app

  • Signing in and your account ; anyone with a Monark account. Covers the sign-up + sign-in flows, password resets, two-factor authentication, profile editing, notification preferences, personal API keys, and how to delete (or rescue) your account.
  • Navigating the app ; anyone, again. Covers the navigation rail, the app bar (breadcrumb, global search, the assistant launcher, and your avatar ; which now holds your notifications), the drawers, and the keyboard / touch affordances around them.
  • The assistant ; the built-in AI assistant (where enabled) : opening it, chatting about your data, and confirming the changes it proposes.
  • Working with data (records) ; the custom record databases (Data Models) your admins set up : finding a model, the records table, filtering + saved views, creating / editing records, and following changes.
  • Automations ; building a flow (triggers, actions, wiring), running and testing it, run history + logs, and what a flow is allowed to do.
  • Using values in an automation ; the companion to the above : how a step reuses values from the trigger, earlier steps, and workflow variables (the variable picker, the value/variable toggle, reference names, the Set Variable step).
  • Using the public API ; for developers integrating with Monark (where the feature is enabled). Covers creating an API key (full or limited to a subset of your permissions), authenticating, the /api/v1 endpoints + OpenAPI spec, rate limits, errors, and service accounts for shared integrations.
  • Achievements ; the badges your organization awards for using the app (where the feature is enabled) : where to find them, how the gallery reads, and how a badge gets awarded.

Admin

  • Admin section ; for operators and admins of an organization. Covers the /admin routes : managing users + invites, editing organizations, defining roles + permissions, webhooks, automation integrations, Data Models, Files, Secrets, service accounts, achievements, and what only system administrators can do.

Extensions

Optional modules : each keeps its user guide with the module (so removing the module removes its docs), and only applies where the module is enabled.

  • Calendar ; Day / Week / Month / Agenda views, creating and moving events, reminders, conflict warnings, ICS import/export, and managing calendars.
  • Kanban ; boards, columns, and cards ; drag-and-drop, assignees / reviewers, priority / due / subtasks, and filtering + saved views.
  • Wiki ; a nested tree of pages, each with an icon, title, and rich-text content ; creating sub-pages, moving pages around the tree, duplicating, and search.

What's not documented here

  • Internal tools (the developer's console, the dev overlay) ; those are dev-only surfaces and live in technical-documentation.
  • Future modules listed in features-planning/ ; those are roadmaps, not shipped behaviour.

If you spot something the app does that's not in here, treat that as a doc bug and call it out.