Getting started
Build clarity on the big picture, break it down into actionable priorities, create a culture of accountability and run better meetings. Success.co has you covered.
New to Success.co? The sections below will help you and your team to get started on Success...successfully!
We support social logins from Google and Microsoft. Simple and secure. When you're signing in for the first time, we'll ask you to provide your company name and pick a Success.co company URL.
Your Dashboard is the one place for all your meetings, rocks, measurables, headlines and to-dos. You can customize the layout and toggle on the sections you'd like to view.
Set up your teams within seconds. Teams are important since the filtering and some visibility for users in Success.co are based on them.
Invite your users and add them to their teams. Hold off on the Send Invite button if you prefer to build out your Accountability chart first and send out the email invite later.
Success.co offers various user permission levels:
Owners: admins with the ability to delete a company.
Admins: full access to all teams and company settings.
Implementer: same as admin but can't own items.
Managers: can manage assigned teams.
Team member: view and manage access to assigned teams.
Observer: view-only access to assigned teams. Can't own any items.
Success.co offers various user permission levels:
Owners: admins with the ability to delete a company.
Admins: full access to all teams and company settings.
Implementer: same as admin but can't own items.
Managers: can manage assigned teams.
Team member: view and manage access to assigned teams.
Observer: view-only access to assigned teams. Can't own any items.
Access settings by clicking onto the Success.co logo on the top left. Within settings, you can set your preferences, connected apps, integrations, default settings for your company and access the trash can for deleted items.
