Step 1: Finish Account Setup

Recommended

If your account is a free account you will need to complete the account verification first prior to accessing some of these account settings.

Basic Account Details

There are several important account settings you'll need to set up before you get started. Navigate to your user profile menu in the top right hand corner to access your Account Settings:

Company Settings

From the Account Settings section:

  1. Verify Account Name (upload your logo, recommended).
  2. Verify Account Owner.
  3. Set the time zone for your company. This determines the time zone for scheduled content.
Important

The Account Owner is a super-user and is not restricted by roles / permissions.

Report Goals (KPIs)

DailyStory lets you set custom goals and targets for your key performance indicators (KPIs), so your dashboards reflect the benchmarks that matter most to your business. If you skip this step, the system will default to industry standards.

  1. Navigate to Account Settings > Report Goals.
  2. Set a target value for each dashboard metric you want to track.
Recommended

Once a goal is set, your dashboards will display a red/green indicator next to the metric showing whether you are on track (green) or falling short (red) of your target. If you decide not to set a goal, your reporting will default to industry standards. 

Personal Settings

  1. Add your email and mobile phone information.
  2. Set your personal time zone and day and time format.
  3. Select personal notifications.