Production onboarding

Integrating Resourcely into your organization

Now that you have met all the prerequisites, we can begin onboarding. Resourcely has built-in onboarding steps to make it easy for you to get started. In this section, we will cover the onboarding process which includes:

You must have a Resourcely Admin role to begin onboarding.

When you first log in you should see the following onboarding screen:

Look over the terms, and then press the Start Onboarding button to proceed to Setting Up Groups and Teams.

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