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First Time Setup Guide

Welcome to Sagacity! This guide will help you get started with your new work management system. Don't worry - we'll walk you through everything step by step.

What You'll Need

Before we begin, make sure you have: - Your login credentials (username and password) - Your company email address - About 15 minutes to complete the setup

Step 1: Logging In for the First Time

  1. Open your web browser (Chrome, Firefox, Safari, or Edge)
  2. Go to your company's Sagacity website (your IT team will provide this link)
  3. Click the "Sign In" button
  4. Enter your username and password
  5. Click "Login"

Step 2: Complete Your Profile

After your first login, you'll see a welcome screen:

  1. Click "Complete Profile"
  2. Fill in your basic information:
  3. Full name
  4. Job title
  5. Department
  6. Phone number (optional)
  7. Upload a profile picture (optional but recommended)
  8. Click "Save Profile"

Step 3: Set Your Preferences

Now let's customize Sagacity to work the way you do:

  1. Click the Settings icon (looks like a gear) in the top right corner
  2. Choose your preferred:
  3. Time zone
  4. Date format (MM/DD/YYYY or DD/MM/YYYY)
  5. Language
  6. Email notification settings
  7. Click "Save Settings"

Step 4: Explore Your Dashboard

You're now ready to explore! Your dashboard is your home base where you'll: - See your daily tasks - View upcoming deadlines - Check team updates - Access your most-used features

Quick Tips for Success

✅ Bookmark the site - Add Sagacity to your browser bookmarks for easy access

✅ Mobile access - Sagacity works on phones and tablets too! Just use the same web address

✅ Keep login details safe - Write down your login information in a secure place

✅ Ask for help - Your colleagues and IT team are there to help if you get stuck

What's Next?

Now that you're set up, let's learn about your dashboard! Continue to our Dashboard Guide to understand your new workspace.

Need Help?

  • Forgot your password? Click "Forgot Password" on the login screen
  • Can't find the website link? Contact your IT department
  • Having technical issues? Check our Help section

Remember: Everyone learns at their own pace. Take your time and don't hesitate to ask questions!