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Core takes about 20 minutes to set up: sign in, then work through the five-step checklist on Home.

Welcome to Triggr Core: the setup checklist and where everything is (1:29).

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Sign in

Sign in at core.triggr-app.com with Continue with Microsoft or your email address. You need an invitation from your Triggr account manager or a teammate. With more than one organisation, pick yours under Choose your workspace; switch later from the bottom of the sidebar.

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Work through the checklist

On Home, click Set up on each step in order. Core ticks a step off when it’s done and its button changes to Review.
The Get set up in about 20 minutes card listing Connect Microsoft 365, Connect your PSA, Add your branding, Configure User Onboarding and Add your clients, next to a Microsoft card with a Connect Microsoft 365 button.
Then share your forms and invite your team.

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Troubleshooting

You’re in a workspace that doesn’t have Core. Click Choose another workspace and pick your organisation; if it isn’t listed, ask your account manager.