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Configuration - The Getting Started Checklist
Configuration - The Getting Started Checklist

Walk through all the setup steps in your account with this checklist

Kristy Koyle avatar
Written by Kristy Koyle
Updated over 3 years ago

The Getting Started Checklist can be accessed by admins while logged into the system. Start by selecting the link under the orange Get Started Quick Action Button. This provides a list of the setup needed to configure your instance.

  • The in-app checklist contains blue links that open the relevant setup page in a new tab.

  • You can keep track of your progress by marking the checkboxes as you complete setup steps.

Example of Getting Started Checklist

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