Overview
Welcome to RAIDLOG! Setting up your account is the first step to effectively managing your risks, actions, issues, and decisions. This guide will walk you through the simple process of creating and configuring your RAIDLOG account.
Step 1: Creating Your Account
Go to the RAIDLOG Website
Open your web browser and navigate to RAIDLOG.com.
Click on "Sign Up"
On the homepage, locate and click the Sign Up button.
Choose a Sign-Up Method
You can sign up using one of the following methods:
Email & Password: Enter your email address and create a secure password.
Google Authentication: Click the Google sign-up option to use your Google account.
Microsoft Authentication: Click the Microsoft sign-up option to use your Microsoft account.
SSO (Single Sign-On) for Enterprise Users: If your company has enabled SSO, follow the enterprise login process provided by your administrator.
Verify Your Email (For Email Sign-Ups Only)
Check your email inbox for a verification message.
Click the verification link to activate your account.
Accept Terms and Conditions
Upon signing in for the first time, you will be prompted to review and accept the Terms and Conditions.
Complete Onboarding Questions
You will be asked to provide additional details, including:
Company Name
How you heard about RAIDLOG
Other relevant information for account setup.
Step 2: Logging In & Navigating Your Account
Log in to Your Account
Return to RAIDLOG.com and click Log In.
Enter your email and password, or use Google, Microsoft, or SSO if applicable.
Explore Account Settings
Navigate to Account Settings to review and update details if necessary.
Step 3: Setting Up Your Workspace
Personal Workspace Auto-Creation
When you create an account, a personal workspace (named after you) is automatically generated.
Joining an Existing Workspace
If you were invited to join an existing workspace, follow the invitation link provided by your team.
Once signed in, you can switch workspaces from the side navigation menu.
Step 4: Exploring RAIDLOG Features
Familiarize Yourself with the Dashboard
The dashboard provides a quick overview of:
Projects
Risks
Actions
Issues
Decisions
Create Your First RAID Entry
Click Create and select a category.
Enter relevant details and assign it to a team member.
Save and track progress.
Use Filters & Views
Customize how you view your data using filters and column pinning.
Integrate with Other Tools
RAIDLOG can integrate with Microsoft Teams, and monday.com, Zapier, and many other tools for seamless collaboration.
Step 5: Next Steps & Best Practices
Bookmark RAIDLOG: Keep quick access to your dashboard.
Attend Office Hours: Check out the bi-weekly office hours here.
Explore Help Articles: Learn more about advanced features like dependencies and reporting.
Troubleshooting & Support
Didn’t receive a verification email?
Check your spam folder or resend the verification email from the login page.
Issues logging in?
Ensure you are using the correct sign-in method (Email/Google/Microsoft/SSO) and reset your password if needed.
Contact RAIDLOG Support for assistance.
Need additional help?
Visit the RAIDLOG Help Center for more guides and FAQs.