Session Contents:
In this session of the Redlist Lubrication Management Masterclass, we’ll walk you through configuring your account to align with your team’s needs. You’ll start by verifying your email to ensure secure access. Then, we’ll introduce Teams and Work Boards to help you organize your workflows effectively. You'll learn about permissions and user roles to control access and responsibilities within your account. Finally, we’ll cover how to add Users and Employees and assign Employee Roles to ensure everyone has the right tools to succeed. By the end of this session, your account will be set up and ready to support your lubrication management operations.
Action Items:
Verify your email.
Create a Team and Work Board.
Add Users to your account.
Set permissions and roles for users.