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Self-Start Onboarding Guide

In this article we summarise the steps in the 'Plan & Ready' phase of Onboarding for new users.

 

Steps to complete: 

  1. Click on your User profile in the top-right corner, then click on 'Settings'
  2. In Settings you will land on the 'Organisation' tab
  3. Data Sources will be accessible via the 'Data Sources' tab, proceed to connect each of them
  4. Find 'Members' > 'Properties' > 'Labels' listed with the 'Organisation' tab
  5. Click on each of these components to proceed with inviting team members, adding Properties and creating Labels in your account 

What do I need to complete these steps? 

You will need to be assigned the Admin user role in order to access these global settings. You can ask your someone with the Admin user role on your team to upgrade your user permissions or seek assistance from your customer success manager.  Learn more here

The admin will need to be provisioned with credentials and an appropriate level of permission in the external platforms (Google Analytics, Meta Business Manager etc.) to successfully connect corresponding Data Source in Settings. We recommend the same Admin user with these permissions connects all relevant Data Sources.