Tips For Getting Started

When you first log in to your account, read the Quick Start Guide  and watch the "Setting Up Your New Account" training video for detailed instructions, tips and best practices. 

We also recommend checking out the Online Knowledge Base and the Educational Webinar Series as they are full of helpful "how-to" articles & videos to address most all your questions. 

Access the Knowledge Base by clicking on "Need Help" in the upper right corner or in the lower banner of your program.  Click here to view all webinar opportunities.

If you find you have questions, feel free to reach out to your Client Success team by phone or email.  1-800-881-5139x2 or

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