Initial setup:
| Sequence | Task | Description |
|---|---|---|
| Task 1 | Register/Sign-up | Setup your institution account with Groov |
| Task 2 | Set your brands look & feel | Your brand is your promise to your customer. and we at Groov understand why its such a key element in integrating any new proposition/product to your current offering. Change the default settings and customise it to your brands look and feel. |
| Task 3 | Connect your accounts | Groov enables Sales data aggregation from your customers Sales and other external accounts. Enable your customers connect their accounts via the Portal setup and using the Connect web product. |
| Task 4 | View Dashboards | Once your customers accounts are connected, you can use Groovs Portal to view your customers aggregated fine grained Sales information in one place even before your technology team build integrations |
| Task 5 | Integrate via Groov APIs | Tap onto Groovs unified API to access data directly in your application to power up new offerings/propositions for your customers |
Account Management with Groov:
Browse our Portal pages
Explore Groov Experience (plug n play):
Browse our Experience product pages
Related pages
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