Login and Go - Customer Setup Checklist



Customer Name:


Login & Go Start Date:


Expected End Date:


Purpose of Login & Go (payment schedule, ongoing L & G, trial period, etc)


Payment received or arrangement made:


Number of authorized users:


Date environment set up and tested:


Other Applications to be included/activated (FlexAuthoring, Chat, MB, CDI)


Run Code:


Company ID:


Company Password:


Manager Windows User Name:


Manager Windows password:


Portal Customer Login:


Portal password:






Date Mgt Guide Sent


Date FA Guide Sent (if applicable)












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