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This lesson will walk you through the Startup Wizard that is displayed when you first log on to SaasCaseAgileCase. The Wizard allows you to enter some basic information and invite users to the system so you can hit the ground running and begin opening cases as soon as you are registered.

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The first message you will be presented with is a welcome to SaasCaseAgileCase. To proceed with the wizard, click the "About Your Company" button.

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You can also invite your team to SaasCase AgileCase by entering their email addresses in the text box. This allows for quick migration on to SaasCaseAgileCase.

Once you have finished click either "About Your Work" to continue with the wizard or "Exit this Wizard" to close the window and begin using SaasCaseAgileCase.

Work Information

 

 

The work information page allows you to select an example tailored towards your industry that can be tweaked to suit the specific requirements of your business. 

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You are now ready to start using SaasCaseAgileCase. If you have any queries you can contact us using the "get in touch" link on this page or by consulting the rest of this documentation.

Now, just click "Close this window" to exit the wizard and take control of your SaasCase AgileCase system.