Boarding Help - Overview

Please follow the next steps to make all the necessary preparations to enable you to use your Digital Consultant and your requested content:

1. Download from App Source

2. Set User Permissions and Initialize the App

3. Team Set-up

4. Update Content Catalog in the Store

5. Register Account

6. Activate Account

7. Load purchased solution

If you are setting up your system independently (e.g., with BC2GO Finance), be sure to familiarize yourself with project management within Digital Consultant.

The points on project, task, team and work package management will help you to do this.

Project Management

Task Management

Team Management

Work Packages Management