Start Here (Basic Platform Configurations)

Adding Your Users

• Account Types
• Setting Up Your Account
• User and Role Management Tool
• Password Tips
• Reset or Update Password
• Whitelisting Aunt Bertha Domains

Preparing for Kickoff

• Key Customer Roles and Groundwork Calls

Branding Your Site

• Branding Basics & Options
• Branding Examples
• Vanity URL
• Simple Search Box
• Customize My Site Tool

Features

• Single Sign On
• Kiosk Mode
• Flyouts
• Sticky Notes

Additional Resources

• Security and Privacy Information