Getting Started

Getting Started

Great ! You now have a consource account (read more about it here). Follow this article to know your next steps:

1) Add your company details:



2) Setup your Panel:

Add the providers to your Provider Panel


3) Customize Consource:


Make consource your way:


4) Invite Users:

Ready to start inviting users?


5) Start adding your projects:


Now that you have everything set up is time to start your Project Lifecycle
    • Related Articles

    • How to see the company's summarized activity?

      The administrator of the company has access to an activity administrative report. To see that, go to "Admin" Click "Activity" Here you can see a summary of the company's activity. We have information about number of projects, number of users created, ...
    • How to have a Consource account?

      Having a Consource account is a process: 1) Ask for a demo The first step is to go to the consource website and ask for a demo: 2) Confirm your interest Send an email or Call us and we will be happy to start the on-boarding process 3) Fill up the ...
    • How can one view the Project Analytics ?

      To access the Projects Analytics, go to "Projects" Click "Projects Analytics" Here you can see the Projects Analytics: You can select to view by a time range at the top of the page. You can choose to see the last 3, 6, or 12 months. You can view all ...
    • How to view the Company Analytics?

      Click "Category Management" Click "Company Analytics" The Company Analytics page has 5 sections. You can select to view by a time range at the top of the page, which will be valid for all charts on this page. The data shown reflects the time chosen. ...
    • How to view the Panel Analytics?

      To access the Provider's Panel Analytics, click "Panel Management" Click "Panel Analytics" Here you can see the Panel Analytics: You can select to view by a time range at the top of the page. You can see the last 3, 6, or 12 months. You can view all ...