Your first-login setup checklist

A guided checklist helps you finish setting things up.

For: Everyone · Category: Getting started

The first time you sign in, Veridox shows a short setup checklist so nothing important is missed. It ticks steps off automatically as you complete them and you can dismiss it any time.

Steps

  1. Open the checklist - It appears on your dashboard after your first sign-in.
  2. Work through the steps - Owners see things like inviting the team and setting the office location; employees see steps like completing their profile.
  3. Watch it auto-tick - As you do each action in the app, its step ticks itself off - you do not mark it manually.
  4. Dismiss when ready - Close the checklist whenever you like; you can keep using the app without finishing every step.

Tips

  • Finishing the checklist gets the most out of Veridox quickly, but every step is optional.

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