Use the 15Five Setup Guide

15Five's Setup Guide is a comprehensive walkthrough designed to help account admins configure and launch the platform quickly and with confidence! This guide provides in-app guidance and step-by-step instructions from configuring account settings to preparing to announce the launch of 15Five at your organization. Let's get started!

In this article, you will learn...

Access and availability

⛔️ Required access to the Setup Guide.
👥 This article is relevant to account admins.
📦 This feature is available in all pricing packages.


Use the Setup Guide

  1. Click on Setup Guide at the top of 15Five's main, left-hand navigation bar.
    Setuo-Guide.png
    ✏️

    Note

    The Setup Guide targets will be visible to account admins when their company converts from a trial account to a paid 15Five account. If you don't meet these criteria and want to use the Setup Guide, please reach out to our Support Team and ask them to enable the Setup Guide in your company's account.

  2. You will be directed to the "Setup Guide" page, where you can start the setup process from the top and work your way down. The guide only includes information and features relevant to the 15Five plan your organization has purchased.
    Setup-Guide.png
  3. Tasks with a drop-down arrow can be expanded to reveal valuable information. Alternatively, the task itself can be clicked and you will be directed to the corresponding area in 15Five.
    Expand-Task.png
  4. Check tasks off as you complete them. The Setup Guide checklist is available to all account admins within your 15Five instance. When one admin marks a task as complete, the checklist will update for all admins. Leverage this feature to make your 15Five implementation more collaborative and avoid duplicative efforts!
    Mark-Tasks-Complete.png

Don't see the Setup Guide in your account?

If you're an account admin and don't see the Setup Guide page in your account, please reach out to 15Five's Support Team by emailing support@15five.com and ask them to enable Setup Guide in your account. They will make it happen!


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