What is Admin setup checklist?

The checklist shows items that should be set up before employee training in order of priority.

You can track the progress by marking checkboxes when items are completed or unnecessary.

 

The checklist can be viewed by all members with administrative privileges, as long as there are any items that are not completed (unchecked).

Once all items are completed and checked, this screen will no longer be viewable.

 

Checklist Items List

①Start the admin settings

First, the 1st admin member needs to sign up for Unipos.

※The first person will receive an invitation email by our CS in charge.

 

Please refer to the following page for sign-up instructions.

How to sign up, log in or log out（With email address）

 

②Invite other Team Admin members

You can divide tasks among team members.

 

③Add the basic information for Unipos

Choose actions or visions that you want to spread to your organization through Unipos.

 

④Add goals and sample posts

This will help the members understand how to use Unipos effectively.

 

⑤Add information about your organization

You will be able to confirm each department's usage data and interactions among departments.

 

⑥Link external services (optional)

Some functions on Unipos can be used in the linked external services.

• Link external services (Link external services)

 

⑦Add security settings (optional)

You can add functions such as an account policy and security lock system.

• Add security settings such as a password policy and login notification (Security)

 

⑧Choose donation recipients

※Displayed only for companies with SDGs plan subscriptions.

You can make a list of donation recipients for users to choose from.

• Make a list of donation recipients (Donation settings)

 

⑨Invite all the employees

If there are many employees, you can add multiple members simultaneously.

• Invite all the members. Departments and positions can be set for each employee. (Member)

 

⑩Add details for the analytics

You will be able to view monthly usage details including posts (%) and usage points (%).

• Register goals for the usage (Usage)