Now that your Onboarding process has officially started the first step is to log 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 who will also need access to the RollWorks platform.
1. Verify your email address and activate your account
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☑️ Find your RollWorks welcome email in your inbox (check your Spam / Junk folder if you don't see it) ☑️ 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 method. Your options include 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 to learn how to set up TFA and the different methods to set it up |
3. Add your teammates to RollWorks
Collaboration is key for a successful ABA program! We strongly recommend adding your 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 are no charges and no limits to the amount of users you may have added to your RollWorks account.
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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 platform to understand what the outstanding items are 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 account 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 your RollWorks platform and can start to navigate your way around the UI and officially begin Onboarding |
• Read this guide to learn how to navigate RollWorks and the different sections • Read this guide to learn how to use the RollWorks Home Page to check your progress and view items pending completion |
Next Steps
Continue with your next onboarding step: Technical Setup.