Basics Setup Steps:

 This document outlines the basic steps to setup your account  to start using Plan4Continuity

  1. Click Setup -> Company or Location. Ensure the Contact Person fields are filled in.
  2. Click Setup-> People  for admin/system user configuration -Refer to FAQ0008 
  3. Click Setup-> Customer/Locations-People for notification users to receive  Broadcasting and Roll-call messages- Refer to FAQ0008 
  4. Activate account by clicking Activate Subscription button to start adding multiple plans
  5. Click Start creating plans on dashboard screen to start Create plans or copying templates


More information around People setup options and other topics can be found in the link below or under the video button under the dashboard



FAQ link https://cloudoakchannelhelp.freshdesk.com/a/solutions/categories/48000033091/folders/48000048356?view=all