🛠️Getting set up

Step 1: Creating your organization

1. Navigate to https://app.unifiedtrainingtracking.com/

2. Select Create Tenant

3. Fill out your organization name and account details

4. Select your subscription type Subscription Types

5. Accept terms of service

6. Submit your account and you will be navigated to your tenant!

Step 2: Fill out your tenant settings and start tracking training!

• Fill out your lookup lists Lookup Lists

• Fill out your tenant logo and tenant details Tenant Settings

• (optional) Create an approval flow Approval Flows

• (optional) Create a training mandate Training Mandates

• Import your students or add them manually Students

• Import your training classes or add them manually Training Classes

• Enjoy your free trial!

Step 3: Finalize your account billing information

1. Navigate to the manage licenses page

2. Select "Add Payment Method" in the popup or select the Manage Subscription button

3. Enter your billing information and a payment method in the secure billing portal

4. You now have a fully active tenant

Step 4: Reach out to our team if you need anything!

Reach out to support@unifiedsoftwaresolutions if you run into any issues, have a question, or even want to suggest a new feature!