Setting up your account

Getting started is simple, and we’re here to guide you every step of the way. Follow these steps, and you’ll be up and running in no time!

🔑 Provide Credentials

To begin, please provide the names and email addresses of your key people to your Conveya Account Manager. Sharing these ensures they get the access and information they need to help get everything rolling smoothly.

⏳ Await Your Log-In Details

The process of setting up your account may take up to 3 days. In the meantime, here are a couple of things you can do to get ready:

While You’re Waiting:

• 📧 Notify Your Training Providers

  Keep your team informed about the upcoming changes. We’ve prepared handy email templates to help you quickly communicate with training providers, ensuring a smooth transition — your account manager will be in contact regarding this.

• 🧭 Take a Platform Tour

  Use this time to explore our Platform Tour, which gives a quick, guided overview of the key features you’ll be using. By the time your account is ready, you’ll already know how to navigate and make use of the most important tools.

🔐 Log In and Set Your Password

When your log-in details arrive, use the password provided to access the platform. Once inside, it’s essential to reset your password to something secure and memorable. Follow our Password Reset Guide to quickly update it.

🎨 Personalise Your Account (Optional)

Now that you're in, it's time to make the platform your own! If you’d like, you can add your company’s logo and upload a profile picture to personalise your workspace. This step is optional but adds a nice personal touch to your account.

📝 Start Performing Key Actions

With your account set up, you’re ready to dive in and start using the platform. Begin by performing essential tasks like uploading data and enrolling learners. Our Key Actions to get started guide will walk you through these critical steps, so you can hit the ground running from day one.

📚 Explore Additional Resources

Finally, remember that we’ve got a rich knowledge base full of guides, FAQs, and troubleshooting tips. Whenever you’re ready to explore more advanced features or need assistance, you’ll find everything you need in one place.