When you signup to Synergita OKR, using the Signup form, you will receive an email with the link for creating your login password. Clicking on the link will take you to the Set new password window.
Name and Email Id information are auto-populated from the form that was submitted for the Free OKR sign-up. To set the password, type the text fields mentioned below;
- New Password: Type desired password with the conditions displayed below.
- Password must have 8 to 13 characters.
- There must be at least one special character.
- It must be alphanumeric.
- Confirm Password: Retype the New Password.
Click "Save & Continue" to set the password to the account.
This redirects to the next page, where you can fill in the company details.
You must fill in the following details:
- Company Name - Mandatory Field
- Company Logo - Optional. The image can have a maximum file size of 1 MB.
Click "Save & Continue" to set the password to the account.
This takes you to the next card to invite more users to the product.
- Fill in the name and email address of the users you would like to invite and click on Add.
- After adding the number of users you want to invite, click the Send Invite button. This action sends a welcome email to the invitee and adds them to the system as active users
- You can also choose to skip this step and add them later. Click here to learn more on how to add more users after the setup.
This takes you into the product, where you can start creating OKRs. It is recommended to start from the Company OKR.