Where do I start?

Onboarding the account owner for a new account

Navigation

Complete account

Steps

Click on the Complete Profile button

This will take you to the Account page to complete your account setup.

Please fill in all the required fields and ensure the data is accurate as this helps with support, inquiries, and billing questions so we can respond quickly.

HINTS:

1. Account Type.
   1. Please select the correct type that represents your account
   2. 
2. Billing contact 
   1. 
   2. You can select the check box under your account number and it will automatically fill in this section with the same information as used for the Account Owner
   3. 
3. Billing address
   1. 
   2. You can select the check box and automatically fill in this section with the same information as used for the Account Owner

Finally, select the Save button at the top right

Next steps on the Complete Account panel

1. Click on Add Members - please see User Management for more details
2. Click on Add Assets - please see Asset Management for more details if using Add-on Tags. 
3. If using Autonomo, you are ready to install - see Autonomo Overview for install details.