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Documented guidance to help you use the platform confidently.

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▧Guide article

2 Institution journey and initial setup

Path: Administration > Institution Journey. The Institution Journey is the recommended starting point for every new account. It shows the status of each step based on the institution’s settings. You can return at any time and resume the required step

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▧Guide article

2.1 Institution Journey stages

Stage | What happens | When complete 1 Institution profile | Record institution details, identity, description, and scope of work. | Required core details have been saved. 2 Monitoring scope | Set objectives, markets, topics, audiences, and regions.

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▧Guide article

2.2 Recommended workflow

1. Start with the first incomplete step, or select Resume from the required step. 2. Complete required fields only; do not enter unverified information merely to pass a step. 3. Review the settings summary before activation, especially sources and th

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