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.