Getting Started Checklist

1. Create User Roles

To create and set up your User Roles, go to:

Side Menu > Manage > Roles

Find step-by-step guides on how to manage user roles here.

2. Create User Groups

To create and edit User Groups, go to:

Side Menu > Manage > Groups

Find step-by-step guides on how to manage user groups here.

3. Organize your Library

You can organize your library content using Headers and Collections. To get started, go to your Library and click “Edit Library.

Find step-by-step guides on how to organize your library here.

4. Invite Your Team (Users)

To create User Accounts for your teammates, go to:

Side Menu > Manage > Users

Find step-by-step guides on how to manage users here.

5. Start to Create Content

To start creating content (or what we call “Items”), go to “My Drafts”. You can create Workflows or Posts.

Learn more about the differences between Workflows and Posts: Workflows Vs. Posts

Learn more about creating and managing items: How to Create Content