This article covers the workflow in two ways: a quick visual guide and a video walkthrough.
This workflow walks you through the required steps to set up a new project in Reveal. Following this sequence ensures your data, users, and permissions are structured correctly before work begins.
What You'll Need
Before you begin, make sure you have:
• Project Administrator or equivalent permissions in Reveal
• The required company and client information
• User details for anyone who needs access to the project
Quick Visual Guide
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