Now that it’s time to get started, you want to make the most of your investment! That means that the set up you do prior to working in the WE Platform is crucial. There are certain steps that must be taken before you begin, and others that, if done in a certain order, will get you better results. This checklist will walk you through them.
Step 1: Watch the Quick Start video.
This 10-minute video will give you a very basic rundown of what you need to know before you get started. It is automatically emailed to every user in your account.
Step 2: Set up the first user in your account.
Your account includes a specific number of user seats. The first person to set up their password serves as the Admin for your account and will be able to add and manage the other users. Some subscriptions may include only one user seat, meaning that this will be the only user.
Substep 1: Look for the WE email providing a link to set up your password.
- Note: For security reasons the link expires after 24 hours. If it has expired, or if you are having trouble finding the email, reach out to Customer Support.
Substep 2: Set up your username and password.
- Note: If you’re using a connector to easily get your information back into your database then your username must be identical to the email address you use for that account.
Substep 3: Verify your email.
Step 3: Log in.
You can log in very easily from the www.wealthengine.com website.
- Note: If you’ve chosen a password that you use in other websites (especially in your personal life) we strongly recommend you change it, as this can present a serious security risk.
Step 4: Go to Manage Account.
Click on the person icon by your name in the upper right-hand corner of your screen and select Manage Account from the drop-down menu.
Step 5: Review your subscription.
Your subscription will tell you which tools you purchased, how many users can access each, and whether there are any additional limits of which you want to be mindful. You should not begin working in the WE Platform or adding other users until you know these details.
Substep 1: Click on the Subscription tab.
- Note: For more information on the tab see the Manage Account Guide.
Substep 2: Identify the tools. Do you understand what each one does?
- Note: To learn more about them, check out the many articles and video guides in our Knowledge Base.
Substep 3: How many user seats[hyperlink] does each tool have?
Substep 4: Do any of the tools have credits[hyperlink]? If so, how many?
- Note: For more information on credits see the Usage Limits Guide.
Step 6: Add new users.
The Admin can set up the other users, either by adding people one-by-one or several at a time in bulk. If your subscription only has one user seat, skip to Step 8.
- Note: For detailed instructions, check out our Add User Guide.
Step 7: Manage those users.
Having multiple user seats does not just allow your colleagues to log in separately; you’ll be able set up each user according to the access and abilities you want them to have.
Substep 1: Activate.
Substep 2: Customize individual users.
Substep: Decide whether users can share folders.
Substep 4: If you have Prospect, decide whether the other users can manage the suppression.
Step 8: Review your resources.
Before you begin doing any significant work in the Platform, you should make sure that you have all the information you really need to get started.
Substep 1: Check to see whether your subscription includes Professional Services hours.
Substep 2a: If it does, a personal consultant will reach out; they will then walk you through the various resources available to you.
- Note: If you haven't heard from your Consultant and are eager to get started, reach out to Customer Support.
Substep 2b: If it doesn’t, you can rely on the many resources contained in our WE Platform Resource Guide.
Step 9: Submit your Inner Circle list.
The system will automatically search for connections between your closest allies (e.g. board members, favorite clients or customers, etc.) and each profile that you Search, Screen, or find using Prospect. This only works going forward, so do not begin using credits until at least the day after you have submitted the Inner Circle list.
- Note: For more information and instructions, check out our Inner Circle Guide.
Step 10: Make sure you know enough not to hurt yourself.
If you start doing significant work in the system before knowing certain details then you may, without realizing it, limit your options and fail to make the most out of your purchase. This is especially crucial for credit-based tools because once you’ve used your credits they’re gone.
Substep 1: You should have completed your WE Learn lessons or a full training, if it is included in your subscription.
- Note: For more information see Step 1.
Substep 2: Read the checklists for Screening and Prospect.
- Note: The Screening Checklist and The Prospect Checklist articles can both be found in the Knowledge Base.
Step 11: Double check to see if your tools use credits.
You can do an unlimited number of individual searches under the Search tab, but with credit-based tools such as Screening and Prospect, make sure that you are using your credits deliberately. Once you’ve run out, you’ll have to purchase more to keep using that tool.
- Note: Remember, you can find that information in Manage Account, per Step 5.
Step 12: Begin work in the Platform!