This article guides you through the initial setup process to get your org 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.
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.
To set up your account, contact your Skedulo Customer Success Manager (CSM) and obtain the account signup link. Follow the steps below to set up your account.
- Click the signup link using an internet browser to open the following welcome screen.
Fig: The welcome screen.
Enter your First name, Last Name, Email address, and Password.
Please note that your password should be longer than 6 characters to adhere to Skedulo's password policy.
Skedulo registers your details and then sends a validation email to the provided email address.
You need to verify your details by opening the email sent by Skedulo. Open the verification email and, click Verify my account.
Clicking Verify my account prompts you to the log in screen of Skedulo.
As you log in to Skedulo for the very first time, the following Name your team screen displays where you can create your team name.
Fig: Name your team screen.
Enter appropriate team name, team description, and click Create account. Skedulo begins the installation process to get you up and running.
Refer to Onboarding Wizard (Independent Platform) for further reading.