Now that your Onboarding process has officially started the first step is logging into RollWorks. In this guide, you will find resources to help you create a login, change your password, and create additional logins for any coworkers that will access the RollWorks platform.
1. Log in to RollWorks and reset your password
| Your tasks | Feature unlocked | Instructions |
|---|---|---|
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☑️ Log in to the RollWorks platform. |
You will now have access to the RollWorks platform so you can begin the technical setup. |
• Read this guide to learn how to log in and troubleshoot password issues. • Read this guide to enable 2-Step Verification. |
2. Create login credentials for your team
Sales and Marketing alignment is key! We strongly recommend adding Sales, Marketing, and Operation users to access the RollWorks platform and granting them admin or general user access. This way they have access to our tools and reporting and can leverage our data and insights in their workflows and outreach.
| Your tasks | Feature unlocked | Instructions |
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☑️ Create login credentials for your team. |
Your team will have access to the RollWorks homepage to understand what are the outstanding items to set up the platform. |
• Read this guide to create additional login credentials for your team. |
3. Use the Home Page to track your onboarding progress
| Your tasks | Feature unlocked | Instructions |
|---|---|---|
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☑️ Understand how to use the RollWorks homepage to track your onboarding progress. ☑️ Learn how to navigate the different sections of the RollWorks platform. |
You will have access to our RollWorks homepage to understand what are the items to get started with your RollWorks program and where to navigate the platform to get started. |
• Read this guide to learn how to use the RollWorks Home Page to check the progress and items pending completion in order to get your ABM program set up with RollWorks. • Read this guide on an introduction to the RollWorks platform and how to navigate to the different sections. |
Next Steps
Click here to continue with your next onboarding step: Technical Setup.
