What should I do after logging in?

Audience: New Honey users

Purpose: Guide users on what to do immediately after logging in for the first time.

TABLE OF CONTENTS

• Step 1: Select your workspace
• Step 2: Select your study
• Step 3: Review your candidates or referrals
• Step 4: Take action
• Tips for getting started
• Related articles

Step 1: Select your workspace

If you have access to multiple workspaces:

• Choose the correct workspace from the homepage or dropdown
• Workspaces are typically linked to the study sponsor

Step 2: Select your study

After selecting your workspace:

• Choose the study you are working on
• You will be taken to your candidate/referral view

Step 3: Review your candidates or referrals

Depending on your role:

• Open the Candidate Assessment view
• Or use the Table view for an overview

Click a candidate to view:

• Status
• Contact details
• Assessment responses

Step 4: Take action

You can:

• Contact the candidate (call, SMS, email, WhatsApp)
• Add notes or comments
• Update their status
• Schedule follow-ups

All actions are tracked within Honey.

Tips for getting started

• Check for new referrals daily
• Contact candidates as soon as possible
• Review assessment data before reaching out
• Keep notes updated for your team

Related articles

Select the workspace, study, and referral

Review the referral

Contact the referral 

Update the referral