Create Your Account

A Step-by-Step Guide to Seamless Onboarding and Account Creation

Welcome to Produce8! Follow these simple steps to create your account and set up for success.

Table of Contents

1. Create Your Account

2. Pick Your Plan

3. Choose Your Setup

Step 1: Create Your Account 

Instructions

1. Navigate to our Sign Up page to create your account.
2. Enter your Full Name, Work Email, and choose a Password (stronger is always better). 

1. Save your credentials to your Password Manager of choice.
2. Check the email address that you used in step 2 for an email from no-reply@produce8.com, subject: Verify Email Address. It might take a few moments to arrive.
3. Enter your Verification Code to finish creating your account.

Next, you'll be directed to our Onboarding Wizard where you'll be welcomed enthusiastically and then prompted to install our Extensions.

Step 2: Pick Your Plan

Instructions

1. Choose a plan that best suits your needs.
2. If none of the standard plans suit your needs or you have unique requirements, select Contact Sales to discuss personalized options.
3. Select Get Pro to proceed with upgrading your account. 
4. Use the - or + to choose the number of Users. 
5. Review the Billing Summary (pre-tax) and select Purchase Plan. 
6. If you have a coupon code, click Apply Coupon, then enter the code, click → , and review the discount inclusive (but pre-tax) monthly subscription cost.
7. Select Proceed to Checkout.
8. Add the name and billing address exactly as they appear on the credit card that you'll be using to pay for your subscription, then click Next. (Note that this address is also used to determine the taxes that will be applied at checkout.)
9. Enter the rest of your credit card details.
10. Finally, review your upgrade and click Pay & Subscribe.

Step 3: Choose Your Setup

Choose one of the following options to get started. You can start the setup on your own or select an alternative that best suits your needs.

 

Option 1. I’ll do the setup. Let’s go! 

1. If you prefer a hands-on approach, follow these steps to set up your account:

• Follow your apps. Produce8 has a catalog of the most popular work Apps that our customers use readily available to connect to. You will see the below screen where you can select Apps from the Catalog.
• Select Follow to continue.
  

• Install the Extensions. Follow the prompts to set up the Desktop and Browser Extensions. You’ll need to complete this step in order to send activities from your subscribed Web and Desktop tools and  view them in your Timeline.
• Select Explore your Workspace

Option 2. Book an Onboarding Session 

1. If you’d like assistance from our experts, follow these steps to schedule an onboarding session: 

• Choose a time slot that works best for you from the calendar.
• Fill in your information and select confirm.

 

Option 3. Someone else will do the setup 

1. If you want someone from your team to handle the setup, here’s what you need to do:

Invite an Administrator to set up your account. Enter their email address and select Send Invitation Email and we’ll prompt them to finish setting up your account.

 

Option 4. I’ll do it later

1. If you prefer to delay the setup process, here's what you should keep in mind:

When you log in next, you will be redirected to your next step in onboarding, which will be Follow Your Apps. 

 

Congratulations! Your account is now ready, and you're on your way to maximizing the benefits of Produce8.