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Setup your account

Christopher Vicini
  • Updated

In this article:

    Three steps to account setup

    Configure your account to get up and running. You will automatically go through the onboarding process the first time you login to your account. The onboarding process consists of three steps. You can skip any step at any time.

    Step 1: Your profile

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

      Required: First Name, Last Name, Organization

      Optional: Department, Job Title, Phone Number, Address, City, State, Zip, Country

    Onboarding__Profile_.png

    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: 

    Mandatory 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 import
    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: 

    Mandatory Optional
    Organization, Name Status, expiration date, type, amount

    For preferred data formats, possible values for status/type 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 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

    Finalize your profile 

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