# Onboarding Kit
Download CreatorXOne App
1. Go to [**https://creatorxone.com/download**](https://creatorxone.com/download)
2. Select your **Operating system** to start the download.
3. Follow on-screen instructions to **install** the application.
4. Launch the app
Create Groups and Teams (Skip if you are an individual Creator)
* Go to the **Settings** on the Left Menu Panel
* Under **Agency Settings** > Go to **Groups**
* Create Groups and Teams for your Agency
Add a Creator
**To add a single Creator:**
* Navigate to the left menu and go to Creators > Profiles, then click on “+ Add a Creator.”
* Provide the necessary information about the Creator.
* Click on “Create an Account.”
* The new Creator will now appear on the **Creators** > **Profile** page, marked with a “**New**” tag.
**For Bulk Upload:**
* Navigate to the left menu and go to Creators > Profiles, then click on “+ Bulk Upload”
* Provide the necessary information about all Creators in one go.
* Click on “**Save**”
* All new Creator will now appear on the **Creators** > **Profile** page, marked with a “**New**” tag.
Login to the Creator Account
CreatorXOne allows multiple employees in your agency to work on the same Creator account simultaneously. Follow these steps to access a Creator’s profile on the desired platform.
#### **Step 1: Locate the Creator Account**
* Navigate to the list of Creator accounts by going to Creators > Profile
* Find the specific Creator account you need to access and click Launch
* This will open the sessions window, displaying available sessions.
#### **Step 2: Select Your Assigned Session**
* Identify the session assigned to you by your Branch Manager or Admin.
* Click on Start New or Launch to proceed. This is based on your permissions. Not every employee might be able to start a New Session. Please contact your Branch Manager/Admin for more info.
#### **Step 3: Automatic Login**
* The system will automatically log you into the Creator’s profile.
* Stay patient during the login process and wait till you see the profile page or 2FA window.
* Enter 2FA code or fill in captcha, and you will be successfully logged in.
* Wait for a few seconds for the session to save
**Important Note**: *Our automata will log you in automatically when you launch a session. Please avoid any actions until you see the 2FA or CAPTCHA prompt. Mouse clicks or keyboard activity during this process may interfere with its smooth operation.*
Add Employees
There are two ways to add Employees:
1. Adds employees and send login details
2. Invite employees via email
Here are the steps for Option 1:
* **Navigate to Employees:** In the left menu, go to **Employees > Profiles > Add an Employee**.
* **Enter Employee Details:** Add the employee’s **Email ID, Name**, and generate a **Password**.
* **Set Position/Designation:** Select the employee’s role in your company.
* **Configure Permissions:** Use the default settings or customize permissions by clicking on **Permissions**.
* **Assign Tags (Optional):** Add colorful tags to categorize employees if needed.
* Under access type, feel free to assign the employee to a Group/Team or directly to Creator accounts.
* **Create the Account:** Click **Create an Account** to finalize.
* Share the login details with your employee.
Here are the steps for Option 2:
* Go to Employees > Profiles > Click on "Invite via Email"
* Select the position of the employee from the list
* Select Group and Team that the Employee belongs to
* Add emails of employees with this Designation in this Group
* Hit enter after entering each email address.
* Once done, click on Send Invites
Your employees will now receive an email where they will be able to setup their LoginID and Password to start using CreatorXOne Application.
Create Shifts
* Go to Employees >Shifts > Click on Settings
* Setup your Shift schedule and save it
* Assign the employees to their respective Creators and Shifts on the same window.
* In case of repeating shift schedules, please use the Advanced tab to replicate the Shift Schedule.
Video tutorials:
{% embed url="" %}
Step 1 : Download CreatorXOne App
{% endembed %}
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