Follow these initial steps to get started:
- Login - Logging into Perseptiv
- Update Your Theme - Customize Your Theme & Brand
- Add Your Logos & Legal Disclosures - Set Up Your Firm's Logos and Disclosures
- Configure User Security - Configure User Security & Login
- Create Your Question Profiles - Creating Question Profiles and Generating an Assessment Questionnaire
- Add Companies and Plans - Add Companies and Plans to Perseptiv
- Add Contacts - Guide to Adding and Managing Contacts in Perseptiv