Ready to get started setting up your account? Check out our detailed walkthrough below to help you access Next Steps via our Resource Center!
Step 1: Click on the Resource Center Icon
Click the Help icon ('?') in the lower right corner of any page within the platform to access the Resource Center.
Step 2: Select 'Get Started'
A pop-up window will appear with tabs to navigate the Resource Center. Click on 'Get Started'.
Step 3: Work through your Onboarding Checklist
Click the radio button next to (or the link for) the checklist item you wish to complete.
Another pop-up window will appear with additional steps. Use the buttons at the bottom to set a reminder to complete this at a later time, start a tour, or manually mark the item as 'Complete'.
