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
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
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
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