This guide will take you through the first few steps of the Plandek onboarding process. Click on the links below to follow the steps or you can watch a quick video to see how it is done! 🤓
We welcome your feedback as always so please use the chat icon on the bottom right of the screen or email us at support@plandek.com with any comments or suggestions!
Topic | Covers | Link & Video |
Create Workspaces | Learn how to organise your data so various team members have their own space to explore the insights we offer | Click here |
Dashboards & Templates | How to create a dashboard for your metrics and make use of templates | Click here |
Configure your metrics | Learn how to configure your metrics so your can discover far more insights | Click here |
Set up and manage the integration with your tools | How to add/remove data connections and mange the data that's brought into Plandek | Click here |
Invite your colleagues | How to add/remove your colleagues and manage permissions | Click here |
Admin User Guide | Details the different features available for admin users | Click here |