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.