1. Help Center
  2. Implementing AskCody
  3. 3. Create your organizational account

Video walk-through of this section

Learn about the first fundamental steps when getting started with setting up the AskCody Platform

This video is the covering the first part of the second phase in the implementation of AskCody called Plan and Prepare for the implementation of AskCody. The topics in this video can also be found written in the implementation guide.

In this video, you will learn about:

  • The steps of setting up and configuring the AskCody Platform for the first time. (00:00)
  • How to create and set up your organizational account, focusing on the most crucial features. (02:17)
  • How to invite your project team and assign them the appropriate AskCody roles that fit their job in the platform. (15:54)
 

HubSpot Video