Help Center » Getting Started
Getting Started
Set Up Your Profile
Follow this guide to update your profile and information.
To create your account:
- Click the gear icon in the top right corner to open the Profile & Visibility tab.
- Let your team know who they’re dealing with- hit the Upload New Photo button to customize your profile photo.
- Add your name, email, and optional title. You can always come back and update this information later.
Change password
- From the Profile & Visibility tab, scroll to the bottom and hit Set a new password.
- Enter your account email address and CoNote will send you an email with instructions to change your password.
- Click the link in your email and update your credentials.
- Please note, if you are logged in with Google, you can only update those settings via Google.
Build a project
Your project list will be your home base within CoNote. Access it anytime by hitting the blue CoNote button or projects button in the top left corner.
Start a new project
- You can get started using the New Project button in the top right corner, or using the + New Project button in the bottom left.
- From here, you’ll be whisked into the Project Details page, where you can add information about your project.
- Upload your data- Import Zoom cloud recordings, Integrate Google Drive, or Import Local Files.
- You can access, duplicate, archive and delete your projects from the project details page, too. Learn how in Manage Projects
