Getting started

we have included a getting started checklist within the brand portal, designed for new users of the roster platform, whether they are starting the onboarding process or are new team members to an existing roster account this checklist aims to guide brands through the onboarding process and familiarize themselves with the platform efficiently the checklist is divided into four key sections core setup, program setup, integrations, and launch checklist as users complete activities within each section, they manually mark them as done to track progress this guide will walk you through the steps of utilizing the getting started checklist effectively step by step instructions access the getting started checklist locate the checklist at the top right hand side of the screen in your feature list the checklist consists of four sections, each represented by a 0 out of 4 completion indicator navigate through checklist sections core setup complete tasks here before starting the onboarding process example task upload the brand logo by clicking upload which directs you to the brand settings manually mark tasks as complete skip tasks that are not applicable, like inviting team members program setup tasks vary based on the selected program template (e g , creators) examples include setting up ambassadors, discounts, points, actions, and milestones integrations complete tasks such as email domain setup and shopify tagging relevance may vary based on brand requirements launch checklist important for testing and preparing for program launch example tasks include signing up as a fake ambassador and viewing tutorials take advantage of additional resources each section includes a box with quick access links docs and support open roster's support site confused, let's talk access the chat widget to message support schedule time with us email the cs team for direct contact with your csm have feedback provide feedback to roster or leave comments complete launch checklist and test features clicking on launch checklist items links to videos that demonstrate testing features ensure you complete these tests before officially launching your program enjoy a fun easter egg find a hidden feature a cat named clem will appear, adding a fun element to your experience interact with clem for a playful surprise need help? if you need any additional assistance with with your roster account, feel free to contact our support team at support\@getroster com mailto\ support\@getroster com we're here to help!