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Getting Started Checklist - Admin

Topics covered: Administrative checklist, setting up your org.

Updated over a week ago

How to Access the Platform:

Login Here (You can also find this link in the top right corner of the Design.efficiently website)

Getting Started Checklist:

  • Set Up Your Office & Invite Your Team
    As the Administrator, update your office information and invite your team. Take a moment to review Admin Step 1 – Manage Offices & Users if you haven't already.

  • Customize Your Company Themes & Page Layouts
    Set up your company branding and page layouts to be used across all of your books. Be sure to check out these articles: Admin Step 2 - Add Themes to Org and Customize Book Themes

    NOTE: Themes are covered in more detail in the platform training modules.

  • Use the Knowledge Base & Support
    As you begin creating your first project, don't forget to click the blue question mark in the bottom right of the platform for access to a library of helpful articles and videos. Click 'Messages' to contact our support team if you get stuck!

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