Module 1: Getting Started

Module 1 will help you set up your account and become familiar with the COREnology platform.

By the time you complete this module you should be able to:

• Confidently navigate the COREnology dashboard

• Add and remove advisors to your COREnology account

• Create client sessions

• Send out assessments

• Generate client reports

• Mark client assessments as “Complete”

Here are the lessons:

• Lesson 1: Why COREnology?

• Lesson 2: Navigating the COREnology Dashboard

• Lesson 3: Administrator Setup

• Lesson 4: Resource Library