I've recently subscribed to Progress Lite, how do I get started?

Thank you for choosing ChangeGPS Progress Lite to manage and improve your annual reporting. To get the most from the Progress Lite app, apply these initial configurations to customise your settings and add users:

Step by step instructions:

1. After subscribing to Progress - as an existing member - assign the new Progress Lite licences to your required ChangeGPS user profiles.
2. For new members, add users and populate the user profiles with contact details, a photo, signature file, position and personal qualifications and assign the required licences to each user - here's how
3. As a new member, during onboarding you will be guided to:
   1. update your company profile and contact details in Settings > General
   2. add your custom branding: upload your Logo and Letterhead images - here's how. 
   3. set your Global Letter Settings to customise the formatting of the letter and signature - here's how
4. (Optional) Connect with XPM to access your existing client data and group entities.
   
   

With these settings in place you are now ready to create your first Progress Report