We are going to quickly guide you through the initial setup process to get your organization up and running with Skedulo.
Before you start, you will need:
- The signup link (a URL obtainable from Skedulo on request).
- Access to your email account.
- A secure password, so it is good to think of one before you start.
- A unique team name, so again, it best to think of one up-front.
Important! Special note for Outlook email client users: If the email address you are using to sign up to Skedulo includes a "+" symbol, you may not receive our Skedulo welcome email. Try using a different email address without the "+" included.
Set Up Your Account
Ok, let's get started. First, you'll need to contact your Skedulo Customer Success Manager (CSM) to obtain the account signup link. Once you have the link you can perform the following actions (or have your CSM perform the onboarding for you).
Enter your details in the fields provided:
- First name.
- Last name.
- Email address.
When all are complete click the blue "Continue" button.
Figure 1. The welcome to Skedulo screen.
An email will now be sent to the email address that was entered in the "Welcome to Skedulo" screen.
Figure 2. Once your initial details are registered you are required to verify them via email.
Verify Your Account
Prior to receiving an email from Skedulo, the following message is displayed in the web browser "To begin we just need to validate your email. Click the link in the email we sent you to validate your email address."
Click on the blue "Verify my account" button at the bottom of the email. Once successful, you will be able to log into Skedulo using your web browser.
Figure 3. An example of the verification email that is sent.
Figure 4. The Skedulo log in screen.
Create Your Team
When you first log in, you are asked to name your team. Enter a team name in the field provided beneath the following message "Your schedulers and resources will use your team name to quickly login. So make it memorable." Click the blue "Create account" button to complete the action.
An optional field is provided where you can provide a team description.
Note: Team names can include letters, numbers, and dashes only.
Figure 5. The Skedulo name your team screen.
Next step: Skedulo will begin the steps to configure your platform. For more on that, refer to Onboarding Wizard (Independent Platform).