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Quick Start Guide

Get up and running with Milemarker

šŸŽ‰
Welcome

This guide walks you through the essential steps to start using Milemarker. Complete these tasks in order for the best onboarding experience.

Your First Day
1

Log In & Set Up MFA

Use the credentials from your welcome email to log in. You'll be prompted to set up multi-factor authentication.

5 minutes
2

Explore Your Dashboard

Take a tour of the main dashboard. Familiarize yourself with the navigation, key metrics, and quick actions.

10 minutes
3

Review Your Client Data

Browse the client list and select a few clients to view their profiles. Check that the data looks accurate.

15 minutes
Your First Week
Generate your first client report
Explore the client portal (advisor preview)
Set up your first workflow automation
Invite a pilot client to the portal
Schedule training with your CSM

Need Help?

Your Customer Success Manager is here to help. Don't hesitate to reach out with questions or to schedule additional training.

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Milemarker Platform Guide Getting Started