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Engage Set Up Process
Engage Set Up Process
Ben Collier avatar
Written by Ben Collier
Updated over a week ago

You’ve signed up for Engage what’s next?

The key steps involved in setting up Engage are detailed below, from the point of sign up to the full roll out of Engage across your organisation. The Ocasta Support Team are on hand to guide you through the whole process and help you get setup as quickly and smoothly as we can.


Step 1 - Setting up the platform

Our Server Team needs to set up a server which will host your organisations version of Engage. This can usually be setup within a 1-2 business days.

What do we need from you?

We’ll ask you what you would like your domain name to be, from which you will access Engage. It will always end in For example your domain name could be

Step 2 - Setting up accounts

Once your server has been set up and you have decided on a domain name, the next step is to set up accounts for the key people in your team that are going to be involved in setting up Engage for your organisation and adding content.

What do we need from you?

We’ll ask you for a list of the selected key people in your team. We will need the following details:

  • First name

  • Last name

  • Email address

We’ll set up these initial accounts but we will show you later on how you can manage this yourselves. All the people on the list will receive an invitation email from Engage which will contain their user name and a link to be able to create a password. Once they have created a password they will be able to access Engage on the web.

How do I download the app?

In order to access Engage from a mobile device you will need to download the app.

Follow this link to download Engage on the Playstore for Android devices

Follow this link to download Engage on the App Store for iOS devices

Once you have downloaded the app you’ll need to enter your domain name so the app knows which organisation you would like to sign in to. You’ll then be able to sign in using your username and password you have just created.

Step 3 - Example content

We will add some example content for you to demonstrate how Engage can be used such as, articles to show you how they are displayed, create tiles on the dashboard, set up a few news articles and banners, as well as anything else we think might be useful.

Step 4 - Admin training

Once you have had a chance to look at the example content we’ll set up a call or a meeting in person to begin showing you how to use the admin. This is where you can create new users, set locations, create content, create tiles and organise your dashboard and article categories, create news articles and summaries and much more. It’s likely we’ll need a few sessions to get you and your team up to speed.

In the first session we’ll give you an overview of the key features and show you how to begin adding content. After the first session it is good for you to have some time to explore the admin yourself and play around. Don’t be afraid to try things, you won’t break anything.

Once you are more familiar with the admin we can work with you and set up as many sessions as you need before you feel confident using the admin yourself.

Step 5 - Adding content

Now it’s over to you and your team to add all the content you would like to be accessible via Engage before rolling out the app to users across your organisation. We are always on hand to answer any questions whenever you need us, even after the initial setup.

Step 6 - Roll out

Depending on the size of your organisation you may want to roll out Engage one department at a time or roll it out to everyone at once. Users can be added manually or via a user import with our assistance.

Every user will receive an invitation as described in step 2. You’ll need to make sure you have set up locations in the admin an assign each user to a particular location. You can also set the permission for each user, which we’ll show you how to do in our training sessions.


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