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Sherlock

Product documentation

Which product are you working with?

Choose a product to see its guides and setup instructions.

All documentation

Accounts and organizations

Your Sherlock account connects you to the organizations and products you can access across Sherlock Suite.

Start at your account

After signing in, you arrive at your dashboard. It brings product access, billing, agreements, and account details together.

Switch organizations

If you belong to multiple organizations, choose one in the organization selector and select Switch. Product access, billing, and documents shown on the page apply to that organization. An organization membership does not automatically grant access to every product.

Open a product

The product cards show your access for the selected organization. Open Sherlock AI when access is assigned. RMM remains in development. If access is missing, contact your organization administrator.

Billing

Organization administrators and members with billing permissions can view available invoices and open the billing portal when a billing customer is configured. Billing permissions apply separately to each organization. Contact support if billing details are unavailable or need to be set up.

Agreements and legal documents

Organization administrators and members with compliance permissions can request a Business Associate Agreement when applicable, track its signing status, and download completed documents when available. Only request an agreement if you are authorized to act for the organization. Public policies are linked from the account page; contact support for other document requests.

Account security

Use Account & security in your dashboard to update your name, review your sign-in email, change your password, and manage authenticator apps. To enable MFA, scan the setup QR code and verify a six-digit code. Removing a verified authenticator requires a current code; if an organization requires MFA, verify a replacement before removing your last authenticator. You can also sign out of all Sherlock products. If no organizations appear, ask your administrator to check your invitation and membership.

Contact Sherlock support if you need help.