Getting Started Checklist

A short list of things to do when getting started in Proceed.app

1. Create User Roles

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

Side Menu > Manage > Roles

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2. Create User Groups

To create and edit User Groups, go to:

Side Menu > Manage > Groups

3. Create Library Collections

To create and edit Library Collections, go to:

Side Menu > Manage > Collections

4. Invite Your Team (Users)

To create User Accounts for your teammates, go to:

Side Menu > Manage > Users

5. Start to Create Content

To start creating content, find “Create a workflow” by going to:

Side Menu > Home