3. Creating an Engagement

The third step of the engagement setup is creating an engagement and there are three ways to do it.
Creating a blank engagement, creating an engagement from an existing template, or duplicating an existing engagement in your portal.

Follow these steps to learn more about setting up a new engagement: 

  1. Create a blank engagement

  2. Create an engagement based on an existing template

  3. Duplicate an existing engagement

Once you've created your engagement you will want to Add users to it.

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