Getting Started with SAS Flex

We know that learning a new system can be daunting, which is why we make integrating with our software as easy as 1-2-3! If you're just getting started with us, check out the instructions below to help you get to know SAS Flex! 

In the upper right-hand corner of your portal, click on the Trophy icon. 

A drop down will appear displaying a checklist with various tasks you can do to help acquaint yourself with the portal. Completing the steps on this checklist will also help us and our agents get to know your business!

To complete one of the tasks, simply click on the Set Up link to be taken to the appropriate page within the portal to complete that task. If you're not sure how to do something, click the Instructions link for assistance!

Once a task has been completed, it will be checked off, as shown below.

Continue completing the tasks until you're an SAS Flex pro!
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