Checklist: 5 Steps for Self-Serve Success
Edited

Hi there! We want to make sure you're getting the most out of Column's self-serve capabilities. 

Here are 5 things we recommend doing first to set your account up for success:

  1. Check your organization access. On your homepage, click on your organization name next to the Column logo. Make sure that you have access to all the organizations you need access to! For some of you, you're part of only one organization. Others might be part of more! If you don't see your organization name, you can click "Add Organization" — click here to learn more.


  2. Go to "My Organization" settings to add members. Click on the gear icon in the top righthand corner of your screen, then click on "My Organization." On the lefthand side of the screen, click on "Members." Here you can add members to your organization, and Column will send them invitations to join! Make sure to invite everyone who will need access to your public notice account, including those responsible for billing. 

  3. Adjust your Notification Settings. In "My Account" settings, click on "Notification Settings" on the lefthand side of your screen. By default, all notifications will be turned on for you, but you might not want to hear from Column all the time! Be sure to turn off the notifications for "Organization Notices." Otherwise, you'll get alerts about every notice that every member in your organization submits. 


  4. Place a notice. Now it's time to place a notice! Click the blue button in your home-screen and follow the easy flow to draft, schedule, and confirm your notice. Visit this page for more information.


  5. Reach out for help! You can always contact Column Support via email at help@column.us or live chat, by clicking the chat icon in the bottom righthand corner of your screen. We're available 9am-7pm ET Monday through Friday!