Getting Started with Kultigo
Everything you need to know to set up your account and start using Kultigo effectively
1. Account Setup
Creating Your Account
Getting started with Kultigo is quick and easy. You can create your account using multiple methods:
Email Registration
Create an account using your email address and a secure password.
LinkedIn Sign-In
Use your LinkedIn account for quick and secure authentication.
Apple Sign-In
Sign in with Apple ID for enhanced privacy and security (available on Apple devices).
Email Verification
After creating your account, you'll receive a verification email. Click the verification link to activate your account.
Important
Check your spam folder if you don't receive the verification email within a few minutes.
2. Organization Setup
Creating Your Organization
After account verification, you'll be prompted to set up your organization profile.
Organization Information
- • Organization name and description
- • Industry and company size
- • Primary contact information
- • Time zone and language preferences
Initial Settings
- • Default assessment settings
- • Privacy and data sharing preferences
- • Notification preferences
- • Branding and customization options
Setting Up Departments
Organize your team by creating departments and teams that reflect your organizational structure.
Example Structure
3. User Management
Inviting Team Members
Add team members to your organization and assign them to appropriate departments and roles.
Individual Invitations
Send personalized invitations to specific team members via email.
Bulk Import
Upload a CSV file to invite multiple team members at once.
Download the app
Invitees can complete their assessment on iPhone, iPad, or Android after accepting your invitation.
Role-Based Permissions
Kultigo offers different permission levels to ensure appropriate access control.
👑 Administrator
Full access to all features and settings
- • Manage organization settings
- • Create and manage assessments
- • View all reports and analytics
- • Manage user accounts and permissions
👨💼 Manager
Access to team management and reporting
- • Create assessments for their teams
- • View team reports and analytics
- • Manage team members
- • Export team data
👤 Participant
Basic access to participate in assessments
- • Complete assigned assessments
- • View personal results
- • Update profile information
5. First Steps
Recommended First Actions
After setting up your organization, here are the recommended first steps to get the most out of Kultigo:
Complete Your Profile
Add your profile information, photo, and preferences to personalize your experience.
Explore Assessment Templates
Browse our library of pre-built assessment templates to understand what's available.
Create a Test Assessment
Start with a simple assessment to familiarize yourself with the creation process.
Invite Key Team Members
Start by inviting a few key team members to test the platform with you.
6. Best Practices
Getting Started Best Practices
Start Small
Begin with a pilot group of 10-20 people before rolling out to your entire organization.
Communicate Clearly
Explain the purpose and benefits of assessments to your team members before launching.
Set Expectations
Let participants know how long assessments will take and when results will be available.
Follow Up
Share results with your team and create action plans based on the insights you discover.
Common Pitfalls to Avoid
Launching Too Many Assessments at Once
Start with one assessment and learn from the experience before creating additional ones.
Not Explaining the Purpose
Always communicate why you're conducting assessments and how the results will be used.
Ignoring Results
Make sure to review results and take action based on the insights you discover.
Ready for the Next Step?
Now that you understand the basics, learn how to create effective assessments for your organization.