Account Setup
Gain access to your account and setup the foundational blocks for the entire Redlist platform
- Accessing Your Redlist Account
- Downloading the Redlist Mobile App
- Setting a Default Home Page
- Setting up Company Information
- Initial Import Templates
- Using the Import Tool
- Downloading Redlist Import Templates
- Mapping Headers in the Redlist Import Tool
- Correcting Import Errors
- Creating Users
- Resetting Your Password
- Creating User Roles
- Managing User Permissions
- Permission Definitions
- Create Employees
- Create Employee Roles
- Setting Up Teams
- Setting up Boards