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First day checklist

Everything a non-technical person does on the first day with a new Exponential account - addresses, sign-in, password, two-step sign-in, a look around, a practice change, an undo, and the contacts to write down.

  • Topic type: Concept
  • For: Visitors Editors Non-technical people
  • doc.help.non-technical-people.checklists.first-day-checklist
  • Last changed
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On this page

About one hour. Do it in order.

Accounts and addresses

A look around

  • To do: I found My drafts and My pending items on the dashboard.
  • To do: I opened Content structure and found the part of the site I will work on.
  • To do: I opened Media and found where pictures and files go.
  • To do: I found Help and searched for "publish" (Finding your way around).

Practice (on a test page, if possible)

  • To do: I asked where I may practice.
  • To do: I created a test article, published it and looked at it on the site (Adding a news item).
  • To do: I changed it and published again (Changing a page).
  • To do: I went back to the first version (Undoing a mistake).
  • To do: I removed it, found it in the trash, and asked whether to restore or leave it.

Words and people

  • To do: I read the glossary once.
  • To do: I know who my administrator is, and how to reach them.
  • To do: I know whom to tell when the site is down (Who to call).
  • To do: I know whether my changes need approval, and who approves.

Before I go home

  • To do: I stored or discarded every draft I started.
  • To do: I signed out (on a shared computer, always).

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