Introduction to Customer Alliance - part 1

Summary

Welcome to Customer Alliance!

This is the first video in a three-part series that will give you a high-level overview of the platform and how to get started.

If you've seen the video before but are looking for a reminder about a specific section- have a look at the chapters below to navigate to wherever you need to go.

See you in Part II when you're ready!

Chapters

0:00 Intro to Customer Alliance

0:58 Logging in to the Platform

1:27 Dashboard walkthrough

1:57 Account Settings Overview

2:06 Account Settings: Personal Details

2:15 Account Settings: User Management

2:51 Left-hand side Menu Walk Through

3:17 Account Hierarchy explanation