Getting started

This article summarizes everything you need to know to get up and running in MONA as a workspace admin. Upon your first account login, you will be seamlessly directed through the onboarding process.

Step 1: Customize your profile

1. Set an optional profile photo. Accepted file types are jpg or png.
2. Fill out the following fields:

   Required	Optional
   First Name, Last Name, Organization	Department, Job Title, Phone Number, Address, City, State, Zip, Country

3. Click Continue.

Step 2: Import contacts

Importing contacts will help automate the workflows in MONA. If you decide to skip this step, you will be able to import contacts later.

Headers can include:

Required	Optional
Name, email	Organization, department, job title, phone number, address, city, state, zip, country

For preferred data formats and instructions on how to prepare your .CSV file, review our format guidelines.

1. Click Select File.
2. Select your .CSV file.
3. Review your file.
   • The number of contacts found in the file will appear in the top left of the container.
   • A validation message (under the number of contacts found) informs you of one of the following:
     • No errors found
     • Errors found. Rows with error(s) will also be outlined in red 
4. Click Go Back or Continue.

Step 3: Import Licenses

Import your existing licenses to keep track of import information, like expiration dates. If you decide to skip this step, you will be able to import licenses later.

Headers can include:

Required	Optional
Organization, Contact Name	Status, Expiration Date, Type, Amount

For preferred data formats and instructions on how to prepare your .CSV file, review our format guidelines.

1. Click Import.
2. Select your .CSV file.
3. Review your file.
   • The number of licenses found in the file will appear in the top left of the container.
   • A  validation message (under the number of contacts found) informs you of one of the following: 
     • No errors found
     • Errors found. Rows with error(s) will also be outlined in red
4. Click Go Back or Continue.

Step 4. Subscription

1. Select a subscription plan to start your free 60 day trial.
2. Choose Set Up Payment Later or Add Payment Details to continue.
   1. If you Set Up Payment Later, you will be taken to a confirmation screen where you can click the Start Trial button to activate your trial period.
   2. If you Add Payment Details, you will be taken to a secure interface where you can input your payment information. We accept both card payments and transfers from US bank accounts. Please note that all payment methods are securely processed through Stripe, our trusted third-party payment processor.
3. A Free Trial is Active confirmation screen will be displayed with the following details:
   1. Plan, Billing, Renewal, Payment Method, trial start and end date.
4. Click Continue.

Finalize your account 

1. Select the checkbox to agree to the End User License Agreement (EULA), Terms & Conditions and Privacy Policy.
2. Click Go to Dashboard to continue.