Video: Getting Started with C2MS

Getting Started Video Tutorial

This video walks you through the essential first steps in C2MS — from logging in for the first time to navigating the dashboard and completing your profile setup. Whether you are an underwriter, claims handler, or administrator, this tutorial covers the foundational concepts that every user needs to understand before working with the platform.

What You Will Learn

• How to log in and complete the first-time setup wizard

• Navigating the sidebar, action bar, and dashboard widgets

• Customising your profile and notification preferences

• Using global search and the quick-create menu

• Accessing help resources and the knowledge base from within the platform

This tutorial is approximately 8 minutes long. For a quicker overview, refer to the Quick Start Guide article which covers the same material in a written checklist format.