Smart Onboarding Tutorials

Learn all you need to know about optimizing your onboarding process

Activating your organization

Initiates with email that is sendt to the System Administrator. Create the System Administrator’s account (self registration).  This is initiated from the first email. Perform user onboarding for the System Administrator.  This also starts from the initial email. Perform organization onboarding.  The System Administrator does this after they complete their user onboarding.

Adding your organization's logo

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How to change your theme and logo

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Changing your password

Set the passwords for the sample business users (required).  This is done from the sample user email that is sent when the organization is activated.  This could be done earlier, but it isn’t needed until this point in the implementation process.

Changing your e-pin

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Add a checklist to your onboarding

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