New to my.plan? This recording is the guided first month. We set up a fresh account live and walk through the five things every administrator should configure before anything else.

What we cover

• Users, groups and tags: structuring the account so reports make sense later
• The alerts worth switching on from day one
• Your first usage report and how to read it
• Inviting colleagues and setting their permissions

Who it's for

Brand-new my.plan administrators, or anyone inheriting an account someone else set up.

What you'll leave with

A 30-day setup plan you can follow step by step, and confidence that the account is structured properly from the start.