New to Retraced? Did you just log in and receive your first requests from a customer? Use this checklist to make sure you’ve completed all the key steps after your onboarding.
If you have any questions, don’t hesitate to reach out to us. You can also search our help center.
1. Have you checked and edited your company profile?
Click your company name in the top-right corner, choose Company profile and edit it. We recommend checking your display name and facility processes, and adding your website and logo so that your business partners can easily identify you.
2. Have you checked your user profile?
Under User profile in the same menu, you can change the language of Retraced and adjust your notification settings.
To see the dashboard tour again, open the dashboard and choose Restart dashboard tour in the same menu. You can also read our article on Managing notifications and language settings | Retraced Help Center.
3. Do you have questionnaires to answer from your customers?
Find out what questionnaires are and how to answer them: Responding to a questionnaire | Retraced Help Center.
4. Have you uploaded all your certificates, documents and audit reports?
If not, find out how in these articles:
5. Have you added all your business partners to your network?
Add all your suppliers and customers to your network: Building your network: add, remove or export suppliers | Retraced Help Center