Guided setup

Learn how the ProRata guided setup works

Rob Farmer avatar
Written by Rob Farmer
Updated over a week ago

First navigate to the Settings area by clicking on your company name in the upper right, then select Settings.
โ€‹

Follow the steps outlined in red and yellow. We recommend doing them in top-to-bottom order.

You can always return to the Guided Setup using the left navigation area in gray.

Did this answer your question?