Creating your Account in Levvy
Add Basic Information: Once you sign up for Levvy, the first step is to provide some basic information about your organization. This includes the name of your company, contact details, and any additional information required. The person who signs up for Levvy will automatically be assigned the owner role.
2. Confirm Your Email Address: After completing the initial setup, you will receive an email from Levvy to confirm your email address. Check your inbox and click on the confirmation link provided in the email. This step helps ensure the security of your account and allows Levvy to communicate important updates and notifications regarding your workflow management platform.
By following these 2 simple steps, you'll be ready to unleash the incredible potential of Levvy, maximizing your business's efficiency and growth.🚀
Note: The owner completes step 1. Supervisors, managers, team, members, and external collaborators will receive an invitation to create a login once the workspace is set up. This invitation will enable them to create a login and start using the platform.
Pro Tip: The owner should invite supervisors first, as supervisors have permission to curate the company's workflow library. Team managers who understand the client work, can be invited next to add clients, customize workflows for each client, and assign tasks to team members.
Problems Logging In
If you encounter any issues while logging into Levvy, follow these steps:
Forgot Password: If you forget your password, click on the "Forgot Password" link on the login page. Follow the instructions provided to reset your password. You'll receive an email with further instructions.
Contact Support: If you're still unable to log in or face any technical difficulties, reach out to [email protected] to get help from Levvy's customer support team. They will resolve the issue promptly.