Getting Started — User Guide

Welcome to InnerWorks. This guide walks you through your first experience with the platform — from accepting your invitation to completing your first daily practice.

Accepting your invitation

You’ll receive an email invitation from your organization’s InnerWorks administrator. The email contains a unique link that connects you to your organization’s tenant.

1. Check your email for the InnerWorks invitation (check spam/junk if needed)
2. Click the invitation link — this opens the sign-up flow
3. Create your account using the Clerk authentication system (email + password or social sign-in)

Your invitation link is valid for a limited time (typically 7 days). If it expires, ask your administrator to resend it.

Completing onboarding

After creating your account, you’ll complete a brief 4-step onboarding process. This information personalizes your daily content — the more thoughtful your responses, the more relevant your practices will be.

Step 1: Values

Select the values that matter most to you. These might include things like:

• Family, integrity, faith, resilience, creativity, service, excellence

Your values anchor your Rootedness practice and shape the overall tone of your daily content.

Step 2: Situation

Describe your current professional context. This helps InnerWorks understand where you are right now:

• Your role, responsibilities, and current challenges
• What your typical day looks like
• Any transitions or changes you’re navigating

Step 3: Goals

Identify what you want to grow toward. This gives InnerWorks a direction for your development:

• Professional aspirations
• Personal development areas
• Skills or habits you want to build

Step 4: Preferences

Set your content and notification preferences:

• Cultural integration — Whether to include culturally specific references and examples
• Notification preferences — When and how you’d like to be reminded about your daily practice

Your first daily content

After completing onboarding, your first personalized daily content is generated. This includes:

• 4 practices — One for each R (Rootedness, Regulate, Reframe, Recover)
• 4 insights — Brief content across Balance, Money, Leadership, and Mind

Open the InnerWorks app to begin your first practice.

Navigating the app

The app has three main sections:

The Today tab is where you’ll spend most of your time. It shows your current theme, progress through today’s practices, and any announcements from your organization.

What to expect

• Daily content is generated overnight, so it’s ready when you open the app
• Each session takes under 10 minutes
• Reflections are optional but valuable for personal growth
• Your data is private — your administrator sees aggregate engagement only, never your individual reflections or profile details