# Getting Started with Success.co 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! URL: https://www.success.co/docs/guides/getting-started Published: 2025-04-09 ## Sign up ### Signing Up for [Success.co](https://www.success.co/) Follow these steps to create your [Success.co](https://www.success.co/) account: 1. **Open the** [**Success.co**](https://www.success.co/) **sign-up page or visit** [**https://www.success.co/signup**](https://www.success.co/signup)**.** 2. **Choose how you would like to register:** - Click **Sign up with Google** to use your Google account. - Click **Sign up with Microsoft** to use your Microsoft account. 3. **Select the Google or Microsoft account/email address you want to use for** [**Success.co**](https://www.success.co/)**.** ![Success.co Sign up page with Sign up with Google and Sign up with Microsoft buttons beside a photo of a laptop](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01M478K5Fh9Sy0C3Hc9h1X0X47/Screenshot-2026-10-06-at-1-07-18-AM) ## Login #### Sign In to [Success.co](https://www.success.co/) 1. Go to [**success.co/login**](http://success.co/login). 2. Choose your sign-in method: - **Email** - **Google** - **Microsoft** 3. For other options, click **Alternative sign in methods**, then choose: - **SimpleLogin** - **Tenant** 4. Sign in using the email associated with your [Success.co](https://www.success.co/) account. > **Note:** #### First-Time Login Notes > > - Your login email must match the email address that was invited to [Success.co](https://www.success.co/). > - No password is created or stored in [Success.co](https://www.success.co/) when using Google or Microsoft login. ![Success.co sign-in page with an email field, Continue with email, Sign in with Google, Sign in with Microsoft and Alternative sign in methods](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01m4790ZRt7F6s20rs5ATX2m5P/Screenshot-2026-10-06-at-1-12-59-AM) #### Accessing the Correct Company - If you are a member of **one company**, you’ll be logged in directly. - If you are a member of **multiple companies**, you have two options: - Log in using the **company-specific URL**, or - Log in via [https://www.success.co/login](https://www.success.co/login), then click your **company name or logo** in the top-left corner and select **Switch company**. ![Success.co company menu in the top left with Switch company highlighted, opening a list of the user's companies](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01khT68Ahn8qnhfwSmS95mT1dC/Screenshot-2026-02-19-at-5-33-46-AM) ## Simple Login Simple Login is an alternative way to sign in to [Success.co](https://www.success.co/) using an email address and password, instead of using Google or Microsoft sign-in. It’s useful in two common scenarios: 1. You want to use an alternative email address to access [Success.co](https://www.success.co/) (instead of your Google or Microsoft work email). 2. Your email provider is not Google or Microsoft, so you can’t use those sign-in options. --- ### When to Use Simple Login Use Simple Login if any of the following apply: #### You want to log in with a different email than your Google or Microsoft account Even if your work email is hosted by Google or Microsoft, you can still choose Simple Login if you prefer to use: - A different work email - A shared inbox (if your org uses one) - A private email address used for [Success.co](https://www.success.co/) access #### Your email is not hosted by Google or Microsoft If you do not have access to “Sign in with Google” or “Sign in with Microsoft,” Simple Login lets you sign up and log in using email and password. --- ### How to Sign Up Using Simple Login Go to your company’s [Success.co](https://www.success.co/) URL (or the [Success.co](https://www.success.co/) login page). Select "Alternative sign in methods" ![Success.co sign-in page with the Alternative sign in methods link highlighted below the Google and Microsoft buttons](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01M4795b7dVdV31F5gWYhhr6C8/Screenshot-2026-10-06-at-1-17-07-AM) Select Sign in with **SimpleLogin** ![Success.co alternative sign-in options showing Sign in with SimpleLogin and Sign in with tenant buttons](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01m4796z56rS1r8xp8m32X4g4R/Screenshot-2026-10-06-at-1-18-06-AM) You will be redirected to a SimpleLogin authorization page. On this screen, SimpleLogin is asking for permission to share limited account details with [**Success.co**](https://www.success.co/). #### You will see two main options: ##### Login - Select this if you already have a SimpleLogin account. - You will be signed in and returned to [Success.co](https://www.success.co/). ![SimpleLogin authorization page asking to share name, email and avatar with Success.co, with Login and Sign Up buttons](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kHt71PjvxYEY57wVDYb77G2V/Screenshot-2026-02-19-at-5-47-50-AM) ##### Sign Up ##### 1. Enter an Email Address - Enter a valid email address that you control. - This email will receive messages sent to your SimpleLogin alias. - The email **cannot** be a disposable or temporary address. - SimpleLogin recommends using a **Proton Mail address**, but this is optional. ##### 2. Create a Password - Choose a secure password for your SimpleLogin account. - This password is managed by SimpleLogin, not by [Success.co](https://www.success.co/). ##### 3. Verify You’re Human - Check the **“I am human”** box and complete the captcha if prompted. ##### 4. Create the Account - Click **Create Account** to continue. ![SimpleLogin Create new account form with email, password, an I am human captcha and the Create Account button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KHT79X7TXN4e509bWZ8M46e1/Screenshot-2026-02-19-at-5-49-06-AM) ##### Verify Your Email Address After creating your SimpleLogin account, you’ll see a confirmation message letting you know that a verification email has been sent. Check your email inbox and verify. ![SimpleLogin confirmation page saying an email to validate your email address is on its way, check your inbox or spam folder](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kht7Efn55V513326jCB6At42/Screenshot-2026-02-19-at-5-52-47-AM) After verifying your email, SimpleLogin will ask you to confirm what information [Success.co](https://www.success.co/) can receive before completing the sign-in. #### What You’ll See On this screen, you’ll be prompted to: - Select an **email address** or alias - Confirm your **name** - Allow access so [Success.co](https://www.success.co/) can complete the login #### Important: Select the Correct Email Address In the **Email** dropdown, make sure you select **the same email address that was invited to** [**Success.co**](https://www.success.co/). This is important because: - [Success.co](https://www.success.co/) uses the selected email to identify your user - Selecting the invited email ensures you are directed to the correct company after login - Choosing a different alias may prevent you from accessing your company If you were invited using your real email address, select that email.\ If you were invited using a SimpleLogin alias, select that exact alias. **Click allow and you you'll now be Logged in.** ![SimpleLogin consent screen with the Email dropdown open to choose an address or alias to share with Success.co, plus Allow and Deny buttons](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kht7pYx9z977wMVtb3Ky19AM/Screenshot-2026-02-19-at-5-59-23-AM) ## Initial screen - Dashboard 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. ![Success.co Dashboard with a welcome message and intro video above the Rocks section, sidebar listing all modules](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01m4799KK9MP0zKXE0rB75q9ww/Screenshot-2026-10-06-at-1-19-41-AM) ## Setting up your teams Set up your teams within seconds. Teams are important since the filtering and some visibility for users in Success.co are based on them.\ \ Go to the `Teams` option in the sidebar. Click the `Add team` button. Give your new team a name, add an optional description and choose the colour you would like this team to show as within the Success.co interface. Click the `Add team` button and you will see your team appear in the teams list. ![Success.co Add team dialog with a team name entered, color picker, Team type set to Standard and the Add team button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01m479GAhpHP1eGG9S24G97hnb/Screenshot-2026-10-06-at-1-23-19-AM) **First day of the week**\ You also need to select the teams first day of the week. Click into the team in the teams list. You will see the `First day of the week` option on the right hand side. This should be the day the team has their L10 meeting as the teams weekly Scorecard data will start from this date each week and keep their Scorecard data in sync.\ \ This will default to what is set for the companies first day of the week in the companies settings if not set for the team. ![Success.co team detail page for the Leadership Team with the First day of the week setting highlighted in the right panel](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01M479Mt75A3r2yZSsWwDC83Mr/Screenshot-2026-10-06-at-1-25-36-AM) ## Add users To add users, go to the `People` option in the sidebar, then click the `Add people` button. Complete the user information: - **First name**: required - **Last name**: required - **Email**: required - **Job title**: optional - **Team**: required - **Permission**: required - **Color**: select a color for the user - **Send invite**: choose whether to send an invitation email to the user Once all the information has been entered, click `+ Add user`. ![Success.co Add people dialog with name, email and job title fields, Team, Permission, Color, Send invite toggle and Add user button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01M479PQks60Z076QwCqbqD9BC/Screenshot-2026-10-06-at-1-26-51-AM) #### Adding users with special permissions When adding a user with **Implementer**, **Practice Manager**, or **IT Admin** permission, you will have the option to click the **X** next to the selected Team to remove the team assignment. This option is only available for users with **Implementer, Practice Manager, or IT Admin** permission. ![Success.co Add people dialog for an Implementer, with an arrow pointing to the X that removes the Team assignment](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01M1d1MmbC6YhKBe5Dg6RtD9Wq/Screenshot-2026-09-01-at-12-12-47-AM) #### Permissions Success.co offers various user permission levels. The differences between them affect things like the visibility of certain features or what actions the user can perform. ##### Owners Full admin access. ##### Admins Full admin access but can’t delete the company.\ Access to the Insights & People Analyzer. ##### Implementer & Practice Manager Same as Admin role, but can’t be assigned ownership on items.\ Access to the Implementer Hub & People Analyzer. ##### IT Admin Can access company settings, integrations, and user/team administration.\ No access to team content or people data. ##### Managers Can create and manage teams they are assigned to.\ Access to the People Analyzer. ##### Team member Can create and manage items within their assigned teams only. ##### Observer Read-only access to items within their assigned teams.\ Cannot be assigned ownership of work items.\ Can be assessed in the People Analyzer or added to a seat in the Accountability Chart. ![Success.co Add people dialog with the Permission dropdown open, listing Owner, Admin, IT admin, Manager, Team member, Observer, Implementer, Practice manager](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01m1d1EfAPFQZXGmTKgCmCeWW1/Screenshot-2026-09-01-at-12-10-32-AM) #### Teams You can then select which teams you want this user to be a part of, turn on the **Choose Multiple** button at the bottom of the team dropdown if you want to add a user to multiple teams. They are automatically added to the Leadership team as default. So don't forget to delete this option if you don't want them in the Leadership team. ![Success.co Add people dialog with the Team dropdown open, several teams listed and the Choose multiple toggle turned on](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kbpHa2y3Af00m7xDpyeCJ8Cf/Screenshot-2025-12-05-at-5-55-57-AM) #### Invite users The invite toggle is set to on by default. This will send the user an invite email when you click the `Add user` button. If you want to hold off on sending the Invite you can turn the toggle off and send out the email invite later. In the list of users you will see an invite user button on the right hand side for any user that hasn't been invited yet. You can click this to send an invite anytime. Check out the [join your team](https://www.success.co/docs/guides/join-your-team) guide for information on the steps your team need to take to join your company in Success. ![Success.co People page with the Invite button highlighted next to a user who has not yet been invited](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KBpHENxn6d2mzTVV332NrWac/Screenshot-2025-12-05-at-5-58-14-AM) ## Settings Access settings by clicking onto your company logo on the top left. ![Success.co Dashboard with the company menu open in the top left and Settings highlighted](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kbpHWP92v8vZR4fWnPv7g599/Screenshot-2025-12-05-at-6-05-16-AM) Within settings, you can set your preferences, connected apps, [integrations](https://www.success.co/docs/guides/integrations), update default settings for your company, Manage Teams and People, access your billing and the trash can for deleted items if you are have an **Admin** and an **Owner** permission. ![Success.co Settings Preferences page as seen by an Admin, with Personal, Manage and Company sections in the sidebar](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KBpJKMvx6gCMp7A089yJreK2/Screenshot-2025-12-05-at-6-15-12-AM) For **Team members** and **Managers**, you can view Preferences, Connected apps, API Keys and Feedback in the Settings. ![Success.co Settings Preferences page for a Team member, with only Preferences, Connected apps, API Keys and Feedback in the sidebar](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KBpjM4hp8gv3dgA5F5fsyG3G/Screenshot-2025-12-05-at-6-18-32-AM) ## Data Migration Are you moving from another platform? If you have data you wish to migrate please get in touch with our team to find out how we can assist. [Email our team](mailto\:support@success.co) ## Next Steps If you're moving data across with our migrations team we will let you know once this is complete and you're ready to get started with Success.co\ \ If you're starting afresh we recommend you start by: - Filling out the Leadership team V/TO so you have a strong foundation for your company to work from. - Complete the Accountability Chart so everyone in your companies position, roles and responsibilities are clear. - Add your [Rocks](https://www.success.co/docs/guides/rocks) for the next 90 days. - Add your measurables to the [Scorecard™](https://www.success.co/docs/guides/scorecard). - Schedule your first [L10 meeting](https://www.success.co/docs/guides/l10-meetings). - Run your first [L10 meeting](https://www.success.co/docs/guides/l10-meetings) with your team and start to add your to-dos, issues and headlines. If you need any assistance or have any question please don't hesitate to [get in touch with our support team](https://www.success.co/contact).