Start Here:

1. Click on Sign In and follow the instructions to log in with either your Google or Microsoft credentials.

2. Once the platform opens, you should verify that you are in the right workspace by looking for your organization's name in the upper left hand corner of your screen. (Here, I'm using the UpdateAI workspace as an example.)

3. UpdateAI has 5 sections that you should be familiar with: meetings, portfolio insights, my library, settings and learning center. Below are instructions about how to navigate to each section. Please refer to the full list of Quick Start Guides to learn more.

4. Click on Meetings

5. Click on Portfolio Insights.

6. Click on My Library.

7. Click on Settings.

8. Click on Learning Center.

9. Explore the learning center.