Steps to Getting Started

Initial Setup

1. Accept the email invitation to your organization's Cureo account, set up your profile
2. Confirm/Update your Organization Settings. Hint: It's a good idea to include your logo if there isn't already one listed. The logo will show up on all emails that are generated to members from the system.
3. Install and register the Welcome Widget on your Organization's site. If you need help, please contact us.
4. Learn how content is organized in Cureo

Get your initiatives set up

Getting your new initiative started in Cureo is super easy. To see just how easy it really is, check out this  2-minute video.

1. Add your first Channel(s)
2. Invite additional Channel Administrators
3. Load historical files
4. Introduction to outside team members. Click HERE for a customizable Powerpoint template.
5. Invite outside members. 

Using Cureo

• Set up and invite members to your first Event.
• Initiate a Dialog with team members to have a discussion about a decision that needs to be made. You can find important tips about Dialogs HERE.
• Setup and assign your last meeting's action items as Tasks. Check out the step-by-step guide HERE.
• Share some new Files with the team. Learn about our File Management Features, or if you prefer a video tutorial, you can find that HERE.
• Communicate an important announcement using the News (Article). You can get a step-by-step guide HERE.