Before inviting the team
- 1Confirm the primary company email domain for your organization.
- 2Choose the first workflow your team will adopt: provider discovery, shipment research, analytics, or support requests.
- 3Identify who needs admin access and who only needs product access.
- 4Collect any internal naming conventions for tags, regions, customer lanes, or provider groups.
Recommended first week
- 1Day 1: verify the company account and invite the first teammates.
- 2Day 2: review the product modules and decide where each role should start.
- 3Day 3: create your first My Network list or saved research set.
- 4Day 4: run one shipment or company search that mirrors a live business question.
- 5Day 5: document what data corrections or support needs should be submitted.
What good setup looks like
A team is ready for routine use when users know where to start, saved companies are organized with consistent tags, and support requests include enough context for review.