Getting started
Initial setup for new customers
14 articles
Invite usersHow to invite new users to the platform.
Accepting an invite to join IdeallyGetting access to the platform is simple.
Users and permissionsHow do users and permissions work within the platform.
Training for new team membersWe love introducing Ideally to more people within your organisation.
Structuring your account: Creating teamsIdeally supports an Enterprise, Organisation & Team level structure.
Managing credit allocationThe Overview page displays your total credits as well as the credits allocated across any teams entities.
Tracking your transactionsYou can track transactions on the Transactions page, located in the side menu.
Onboarding overviewWhat to expect when you sign up for a subscription with Ideally.
Support with projectsHow we help you succeed beyond onboarding.
Enable internal approvalsStreamline your approval process to ensure quality and manage credit spend effectively.
Question TemplatesSave your favourite questions for you and your team to reuse, saving time and ensuring consistency across your tests.
Admin DashboardThe Admin Dashboard provides a centralised view for Admins to monitor and manage tests across multiple teams within your organisation.
New HomepageWe’ve updated the Ideally homepage to make it faster and easier for you to find, sort, and explore your tests.
Project FollowersWe’ve made it easier to stay across the tests that matter to you and your team.