Once you've been added to the platform, you'll receive an email invitation to create your account.
Not signed up yet? Ask an organization or workspace administrator to invite you to the platform.
Step 1: Sign up
To activate your account:
- In the email invitation, select Create account.
- Enter your first name and last name.
- Select your role at your company.
- Enter a password that meets the password requirements.
- Select Sign up.
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Step 2: Platform usage
Let us know how you plan to use the platform:
- Choose which tasks interest you the most or the ones you'll do in your day-to-day.
- Select Next.
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Step 3: Review and finish
Step 3 outlines the platform hierarchy and your permission levels in the platform.
From Step 3:
- Review the platform hierarchy and your permissions.
- Select Finish. You'll automatically be redirected to the platform landing page.
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