This page serves as your starting point for setting up Uman in a fresh environment. Below, you’ll find key steps to configure the platform for your sales teams. Each section links to a more detailed guide to help you get up and running smoothly.
🔧 Setting Up Uman
Before your sales teams can start using Uman, you’ll need to set up the core content and structure.
1️⃣ Add Offerings
Define your company’s offerings so sales teams can easily access relevant information. Learn how to add offerings
2️⃣ Add Inspiration
Upload or link valuable insights, best practices, and playbooks to guide sales conversations. [WIP]
3️⃣ Add Cases
Showcase real-world success stories to strengthen credibility with prospects. Learn how to add cases
4️⃣ Add Portfolio Template
Create a structured portfolio that sales teams can use to position offerings effectively. [WIP]
5️⃣ Add Meeting Templates
Standardize sales conversations with predefined meeting structures. [WIP]
👥 Invite Users and Set Licenses, Roles and Permissions
Once the environment is setup, you can start inviting users.
6️⃣ Invite Users
Get your team on board by inviting them to Uman. Learn how to invite users
7️⃣ Set Licenses, Roles and Permissions
Define access rights and user roles to ensure the right people have the right level of access. Learn how to manage roles and permissions