Getting started
Build clarity on the big picture, break it down into actionable priorities, create a culture of accountability and run better meetings. Success.co has you covered.
New to Success.co? The sections below will help you and your team to get started on Success...successfully!
Sign up
We support social logins from Google and Microsoft. Simple and secure. When you're signing in for the first time, we'll ask you to provide your company name and pick a Success.co company URL.
Initial screen - Dashboard
Your Dashboard is the one place for all your meetings, rocks, measurables, headlines and to-dos. You can customize the layout and toggle on the sections you'd like to view.
Set up your teams within seconds. Teams are important since the filtering and some visibility for users in Success.co are based on them.
Go to the Teams option in the sidebar. Click the Add team button. Give your new team a name, add an optional description and choose the colour you would like this team to show as within the Success.co interface.
Click the Add team button and you will see your team appear in the teams list.
First day of the week
You also need to select the teams first day of the week. Click into the team in the teams list. You will see the First day of the week option on the right hand side. This should be the day the team has their L10 meeting as the teams weekly Scorecard data will start from this date each week and keep their Scorecard data in sync.
This will default to what is set for the companies first day of the week in the companies settings if not set for the team.
To add your users go to the People option in the sidebar. Click the Add user button.
Complete the user information:
First name - required
Last name - required
Role - optional
Email - required
Teams - required
Permission - required
Permissions
Success.co offers various user permission levels:
Owners: admins with the ability to delete a company.
Admins: full access to all teams and company settings.
Implementer: same as admin but can't own items.
Managers: can manage assigned teams.
Team member: view and manage access to assigned teams.
Observer: view-only access to assigned teams. Can't own any items.
Teams
You can then select which teams you want this user to be a part of. They are automatically added to the Leadership team as default. So don't forget to delete this option if you don't want them in the Leadership team.
Invite users
The invite toggle is set to on by default. This will send the user an invite email when you click the Add user button. If you want to hold off on sending the Invite you can turn the toggle off and send out the email invite later.
In the list of users you will see an invite user button on the right hand side for any user that hasn't been invited yet. You can click this to send an invite anytime.
Access settings by clicking onto your company logo on the top left.
Within settings, you can set your preferences, connected apps, integrations, update default settings for your company, access your billing and the trash can for deleted items.
Are you moving from another platform? If you have data you wish to migrate please get in touch with our team to find out how we can assist.
If you're moving data across with our migrations team we will let you know once this is complete and you're ready to get started with Success.co
If you're starting afresh we recommend you start by:
Filling out the Leadership team V/TO so you have a strong foundation for your company to work from.
Complete the Accountability Chart so everyone in your companies position, roles and responsibilities are clear.
Add your Rocks for the next 90 days.
Add your measurables to the Scorecard™.
Schedule your first L10 meeting.
Run your first L10 meeting with your team and start to add your to-dos, issues and headlines.
If you need any assistance or have any question please don't hesitate to get in touch with our support team.
Email our team