Account Setup Checklistmail_outline

To help with your account setup, please email your Customer Success representative the following:

Completed User Worksheet

• This Worksheet assists your Customer Success representative in setting up the initial Users and Contacts in your account
• Additional Resources: 
  • Understanding User Roles and Contacts
  • User and Contact Worksheet

Sample Content (optional)

• This includes examples of frequently routed creative assets to use during Team Trainings

Sample Process Documentation (optional)

• A diagram or document describing your process for approval routing