This is the first thing you should do when using Engager for the very first time - it will take a few minutes but starting off on the right foot, by telling us who you are and the basics about your company, will help with a smooth onboarding setup. 

Simply head over to Settings

Then you can start entering all the relevant details about your company, from personnel, addresses and your Core Values

You can also have a play with the theme of the Platform and also your Logo

With the Core Values, take a moment to consider what these are and how you want your staff to behave - we use these values on your home screen. 

We do this as it's a great reminder to all people using the Engager platform but also, rather handily, you can use it if you have clients into the office - by selecting Home, clients won't be able to see any sensitive information.

In this step-by-step PDF guide, we walk you through setting up your Firm's details and preferences in Client Engager