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Step 1: Let’s Set Up - Personal Settings

Stefania
  • Updated

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Now... it's Personal.

Let's take a moment to focus on the most important part of Keela. YOU!

The best place to start your journey is right here, with updating your Personal Settings to make things juuuuuust right.We'll also give you a quick tour of the system so you can see how it all works!
So let's all put some sunglasses on in a dramatic way and make this personal.

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Chapter Goal/s

At the end of this chapter, you will:

  • Have a spiffy looking Personal Profile
  • Receive notifications from Keela in a way that works for you
  • Feel confident navigating around the system

Chapter Task/s

Watch this quick 2-minute video to learn how to update your Personal Profile and zoom around Keela.

Read All About It

Prefer a more detailed, step-by-step guide? Check out these articles:

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What's Next?

We've hit our first fork in the onboarding road. If you're an Administrator on your Keela account and have Admin permissions, stroll on over to Step 2: Let’s Set Up - Organization Settings & Team Members. 

 

If you're not an Admin, no worries! You get to skip ahead to Step 5: Let’s Set Up - Forms (The Most Important Part!). Initiate light speed!