Getting started instructions for Administrator

How to start with Conformio

To start using Conformio and better familiarize yourself with it, please follow these steps:

  1. Create your account on our website: https://advisera.com/conformio/. You can choose from our Free plan or purchase one of the Paid plans.
  2. Use the activation email to activate your account and set your password.
  3. Once logged in to your Conformio account, go to Preferences and set the time zone and the language you want to use Conformio with.
  4. Add your Organization name and Logo via Company/Logo in Settings in the top header menu.
  5. To add new users, go to the Users module.
  6. Access purchased toolkit documentation via the appropriate project.
  7. Free downloads, webinars, and video tutorials are located in the Conformio Helpful materials.
  8. To add a project, use the + sign on the Left menu.
  9. Start a discussion via the Create a message option on the My Discussions module.
  10. Upload files on the My Files module.
  11. Enjoy our tool.

Thank you for choosing Conformio; we hope you will get the best out of it.

In case you have questions, please send them to our vigilant support@advisera.com.

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