User Onboarding Follow
Welcome to our User Onboarding Guide! Getting started with our application is a breeze; we are here to help you through every step. This guide will walk you through the simple process of setting up your user account, ensuring you can start using all our features quickly and easily.
Step 1: Sign In
- Visit AutyFi.ai.
- Click the "Sign in" button.
- Enter your email ID and password.
Step 2: Access Organization Settings
- On your dashboard, click on your account logo.
- Select 'Organization' from the menu.
- A new page will open.
Step 3: Add a New User
- Click the gear icon at the top right.
- Fill in the user details one by one.
- Save each entry as you go.
Step 4: Dashboard Orientation
- After setup, you'll be on your dashboard.
- Familiarize yourself with the different sections to manage your activities.
Step 5: Explore Features
- AutyFi.ai offers features like:
- Dashboard
- Scorecard
- Productivity Reports, etc.
- Spend time exploring these features to get the most out of the platform.
Need Help?
- The AutyFi.ai support team can assist with any issues or questions.
Once you’ve filled out all the required fields, click the "Next" button to proceed. If you need to start over or decide not to continue, click "Cancel".
That's it! You are now ready to move on to the next step. Our goal is to make your onboarding process as smooth and enjoyable as possible. Please contact our support team if you have any questions or need further assistance.
Welcome aboard, and enjoy your journey with us!
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