1. In your email, search for an invite from "[email protected]"
2. Select "accept" on the invitation. This will launch a new browser window.
3. Create a password and select continue.
These credentials will also be used to create an account on the knowledgebase. For information on how to access your knowledgebase account, click here.
3.1. Confirm the End User License Agreement.
Users cannot proceed until they accept this agreement. This step will only need to be completed once per user.
4. Create Notification Rules and Update Personal Account Settings
4.1. Using the welcome prompt, create basic notification rules to get you started.
These rules will allow you to receive real time updates when recommendations are provided.
*In order to receive SMS messages you must provide consent first.
- Click "NEXT" on the welcome prompt.
- Select from the following conditions:
- All Events Created with Recommendations
- Newly Created
- Closed
- Select your notification type and provide a phone number if one is not already on file.
- Users will need to consent to receiving SMS messages.
- Select "SAVE". This will add the rule to all of your sites. To adjust notification rules per site, visit your account settings.
4.1.1. Select your initials at the top, and click account.
This page will allow you to personalize the following information:
- Update your user information
- Adjust notification settings
- Personalize your unit preferences.
For more information on how to personalize your account, view one of the articles below.
For more information on how to invite a new user, click here.
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