Now that your Onboarding process has officially started the first step is logging into RollWorks. In this guide, you will find resources to help verify your email address, change your password, and create additional logins for any coworkers that will access the RollWorks platform.
1. Verify your email address and activate your account
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☑️ Find your RollWorks welcome email in your inbox. ☑️ Verify your email address Log in to the RollWorks platform for the first time. ☑️ Create a new password.
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You can begin your technical setup. |
Your Onboarding Success Manager will create your RollWorks account, follow the instructions in this article to activate your account. • Read this guide to troubleshoot password issues. • Optionally, read this guide if you want to enable 2-Step Verification. |
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2. Set up Two-Factor Authentication (TFA)
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☑️ Choose and configure at least one configuration method. This includes mobile app verification or text message verification. |
You will now be able to protect your account against unauthorized access and now you can log into the platform and create user logins. |
• Read this guide t o learn how to set up TFA and the different methods to set it up. |
3. Add your teammates to RollWorks
Sales and Marketing alignment is key for a successful ABM program! We strongly recommend adding your Sales, Marketing, and Operations teammates as RollWorks users so that they can use RollWorks reports and leverage our data insights. You can grant them full access as an Administrator or limited access as a General User.
The good news is there is no limit to the amount of users or logins you may have in the RollWorks platform.
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☑️ Click here to add your teammates to your RollWorks account as new users. ☑️ Ask your teammates to activate their accounts. Their invitations will expire within 2 weeks. |
Your teammates will have access to the RollWorks homepage to understand what are the outstanding items to set up the platform. Once you launch your program they will be able to use reports and data insights. |
• Read this guide to learn how to add your teammates to your RollWorks accounts and set up their permissions. . |
4. Use the Home Page to track your onboarding progress
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☑️ Learn how to navigate the different sections of the RollWorks platform. |
Once you and your team log in successfully, you will have access to our RollWorks platform and can start to navigate your way around the UI. |
• Read this guide to learn how to navigate RollWorks and the different sections. |
Next Steps
Continue with your next onboarding step: Technical Setup.